Capital Budgeting - Create Custom Reports

Note: Our Report feature requires a paid Capital Budgeting subscription.

When creating a Custom Report in Capital Budgeting, you will always start with a Standard Report. 

There are two ways to create a Custom Report. Select each option below to navigate directly to that section.

1. Clone a Standard Report
2. Save a Custom Report from a Standard Report with Changes

Clone a Standard Report

1. From the Reports tab, click the three dots of the Standard Report you wish to clone. 
2. Select Clone
3. Within the pop-up Copy Report modal, give your report a new name and select Save.

Save a Custom Report

When you open any Standard Report, you will see a greyed-out Save Custom Report option in the upper right-hand corner. 

As soon as you make changes to the report (add a column, change the Budget View, etc.) the Save Custom Report option will become blue and now available for use. 

Note: Cloning and Saving a Custom Report is not available for the One-Page Presentation Report due to the nature of the report.

Edit a Standard Report to Customize it

After opening a standard report or cloning, you can make changes to the report to customize it. 

Within a Standard Report:

• Select the Scenario and Version of a Scenario to point to the correct source of data.
• Select the appropriate Rounding Format for your data.
• Select Columns to Add or Remove Columns in your report.
• Select any hamburger icon (three lines) to filter and organize the columns within your Report.
  Pro Tip: You can drag and drop columns in any order within the report or the Columns menu.

Need to Manage Existing Custom Reports? 

Learn more from this article: Capital Budgeting - Manage and Utilize Custom Reports