Budget Utilization Report Procurement

Owned by Enterprise IT
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
3 min read
 SummitAI Procurement
Procurement

Report Description

The Budget Utilization Report displays the Budget utilization summary for the specified filter criteria. This report also displays the details such as Used Amount In Base Currency, Available Amount, Status, Active status, and so on. For more information on viewing a report, see Viewing Reports.

FILTERS tab of BUDGET UTILIZATION REPORT page
Figure: FILTERS tab of BUDGET UTILIZATION REPORT page

FILTERS tab of BUDGET UTILIZATION REPORT page
Figure: FILTERS tab of BUDGET UTILIZATION REPORT page

To see more about the Utilized Amount in Base Currency, see Budget Utilization Details.

Field Description

The following table describes the fields of the BUDGET UTILIZATION REPORT page:

FieldDescription

Click the icon to save the report.

Click the icon to print the report.

Click the icon to export the report to a Microsoft Excel Sheet. Click the drop-down arrow, and then click the appropriate option to export the report in Microsoft Word, CSV and XML formats

Click the icon to e-mail the report.

Click the drop-down arrow to set the number of records that you want to view on one page.

Click the icon to modify the report in the report designer. You can add fields, modify field values, add filter values, and so on. For more information about modifying the report, see Creating New Reports.
Refresh EverySelect the appropriate duration from the drop-down list. The report is refreshed automatically after the selected duration.
UPDATE RESULTSClick the button to update the report.

FIELDS tab


Multiple-Selection List BoxSelect or remove the fields in the Multiple-Selection List Box to display the report as per your requirement.

Click the button to move the selected fields in upward direction.

Click the button to move the selected fields in downward direction.

Click the button to view and modify the properties of the selected fields.
UPDATE RESULTSClick the button to update the report after adding, removing or reordering the selected fields.