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Budget Insights Report

Budget Insights Report

The Budget Insights Report dashboard allows for viewing forecasted, incurred, and remaining budgets based on the budget information created in the Admin > Budget Insights page.  

This data may help you assess the financial performance of your operations, compare actual spending against projected budgets, identify trends, or patterns that require attention.  

Accessing the Budget Insights Report Dashboard 

Only users with existing analytics license can view the Budget Insights Report in the Analytics module.  


⦿ How to Access the Budget Insights Report
  1. On the hamburger menu, click Analytics.


  2. On the left-side menu, click Folders.



  3. Click Shared Folders > Budget – N > Budget Insights Report. 
    The Budget Insights Report dashboard opens.  

Navigation

  1. Filters:
    1. Fiscal Year 
    2. Fiscal Period 
    3. Budget Status 
    4. Budget Parameter (1-4) 
    5. Preferred Currency 
  2. Looks: 
    1. Budget Overview 
    2. Budget By Fiscal Period 
    3. Budget By Fiscal Period Bullet Chart 
    4. Budget By (Parameter) Table and Chart 

Note that the number of looks on the Budget Insights Report dashboard depends on the parameters you selected in Budget Settings for at least one of your budgets.  

The data on the looks appear once at least one Budget Template has been uploaded. 

Filters

Check out Filtering an Analtyics Dashboard for detailed instructions on how to filter.

  • Fiscal Year
    Select the fiscal calendar(s) for analysis. 

    By default, the Fiscal Year filter contains only the budgets that are in the Active status. 

    • (Optional) To view budgets with other statuses, in the Budget Status filter, select the Inactive status or both. 
  • Fiscal Period
    Select the fiscal period for analysis. Fiscal periods are configured in the Budget Settings on the Admin - Budget Insights page.
  • Budget Status
    Select the status of the budgets to be analyzed. By default, the Active status is applied to the filter. 
  • Budget Parameter (1-4)
    Filter by one or several parameters you specified in the Budget Settings on the Admin - Budget Insights page. Depending on the parameter type, you can filter the dashboard by Category/Primary Category, Trade, GL Code, or Location/Region/District.

    The number of parameter filters depends on the parameters selected in the Budget Settings. 

    For example, if in the Fiscal Year filter, a calendar with Trade/Location parameters is selected: 

    • In the Parameter 1 filter, you will see the list of trades by which you can get insights into budgets by specific trades.  
    • In the Parameter 2 filter, you will see the list of locations linked to the budget. 
  • Preferred Currency 
    Select the currency you want the data to be displayed in. 

Looks

Your dashboard looks depend on the parameters you have selected in the Budget Settings.  

Budget Overview 

This look gives 6 visuals to filtered data: