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- Choose Budgeting from the Report selection
- Choose the Report template
- the below example is the Graphs plus table template
- Select the Report Range of the Budget you have created, ie 1st April 2020 to 31st March 2020
- Choose Budgets include or exclude VAT
- If using the Site, choose the Monitoring Point you have added to your Budget
- Input characters from required budget name : (leave blank)
- Tick Compare to budget only as latest bill found in date range (if required)
- Click Run Report
- The Budget Management Activity shows the same data:
- Comparing the Report and the Budget shows the same details:
Note, if you have chosen more than one Site or Account, this will produce separate reports, which can all be viewed from the Document
For more information on Reporting, click on the link.
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