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Operational Budgeting - Export Notes from the Operational Budget

This article is intended for: Editors of an Operational Budget.

Use this article after: Notes have been added to the Operational Budget and you would like to export them.

Notes that are added to accounts and itemizations in Operational Budgeting can be exported to share with stakeholders and constituents via Reports.

To learn how to run reports in Operational Budgeting, review this article: Operational Budgeting - Create a Custom Report.

Exporting Notes with Operational Budgeting Reports

Notes can be added to Operational Budgeting reports by including the Notes column in the report. To do this, follow these steps:

Click on the image to zoom in.
  1. Navigate to an Operational Budgeting report. 
  2. Open the Columns menu by selecting Columns on the right side of the screen.
  3. Scroll to the bottom of the Columns menu and expand Additional Info.
  4. Select the checkbox to the left of Note. You will now see a Note column in your report. If this column is blank, notes have not yet been added to this budget. Learn how to add them in this Support Center article: Operational Budgeting - Add Commentary to the Budget.
  5. Select the Export button to export your report to CSV, Excel, or PDF.

Ready to add your notes to your budget book?

Learn more with this article: Digital Budget Book - FAQ: How can I display Notes from my Operational Budget in my budget book?



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