This article is intended for: All users of Capital Budgeting
Use this article to: Understand your options when reporting on Capital Budgeting.
Note: Our Report feature requires a paid Capital Budgeting subscription.
Capital Budgeting has several flexible reporting options to allow you to export your data for further exploration.
To use any of these reports, begin by navigating to the Report tab of the Capital Budgeting module.
Click on the image to zoom.
Select a Standard Report below to learn more about it.
- Account ID Detail Report
- Account ID Summary Report
- Capital Costs Detail Report
- Department Report
- Funding Source Report
- Funding Sources Detail Report
- Funding Sources by Department Report
- One-Page Presentation Report
- Project Type Reports
- Request Coordinate Report
- Request Group Report
- Scorecard Report
Ready to create a Custom Report?
Learn more with this article: Capital Budgeting - Create Custom Reports
Note: Only Capital Budgeting Editors can create Custom Reports.
Have more questions or need assistance?
Submit a Request