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Capital Budgeting - Manage and Utilize your Custom Reports

This article is intended for: Editors in the Capital Budgeting module.

Use this article after: After creating a Custom Report in the Capital Budget.

Note: You can click on any image below to zoom in. 

After saving or cloning a Custom Report, the report will be located under Custom Reports on the Reports tab.

You can Clone or Archive Custom Reports by selecting the three dots (...) next to the Custom Report you wish to manage.

CB - SS - Custom Report - Details.png

When in a Custom Report:

  • You can Edit the Name and Description of the report by selecting the Pencil icon. 
  • Add a Change Column to compare two selected data columns to show either a dollar or percentage difference.
  • Export your report as needed by selecting the Export button.
  • If you make changes, we will automatically save the changes to your existing report.
CB - SS - Custom Report - Change Column.png

Need More Information on How to Export a Report? 

Learn more with this article: Capital Budgeting - Export a Report



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