Budget Logs Report

This tutorial will show you how to use the Budget Logs Report to pull in budget spending details for each budget bucket in your store.

Article Sections

Use filters to display the results you require.

Access the Reports page.
Click into the Budget Logs section.
Click the Filters option to expand selection options. This report can be filtered by Date Placed, Log Type, Group and Budget Name.
Use the Search box to further filter results, by specific data such as Budget Name, Budget Code, etc.
Click Run Search to search on the filtered options.
Click Make Default to save these filtering options for next time.
Click Reset to clear all filtering options.

Columns can be added and removed from the report to create a template that meets your requirements.

Click the Column Headings link, which will display additional columns.
To add a column, click on a Column Heading. Drag and drop the column heading down into the report area.
To remove a column drag the Column Heading up into the area above and drop it.
To save the template, click the Save/Load Report Template button and save it as the default report or enter a new template name in the Save current template as field.

Report results can be exported to a csv file, which can be used in your spreadsheet program.

Click the Export Report button and wait for the notification "Budget Logs Report export is ready".
Click the bell icon to view all notifications.
In the list of notification, the top one is the most recent. Click the notification that says "Budget Logs Report export is ready ".
A csv file will be downloaded to your browser. Click the file from here or find it in your download folder.

Budget Log # - A number assigned by the system.
Datetime - The Date and Time the budget modification took place.
Budget Name - The name of the Budget, as assigned when created.
Budget Code - The Budget Code, as assigned when created.
Budget Note - The note manually entered into the budget transaction, made by an Admin user.
Username - The username of the user that placed the order.
Order # - The number of the order that the budget was applied to.
Type - The types of transaction that modified the budget. Can be either addition, subtraction, clear, order or order cancellation.
Amount - The dollar amount of the transaction.
Balance - The budget balance after the transaction was saved.
User # - The User ID asssociated with the order.
Payment Info - How the order was paid for.
Customer First Name - The first name of the user associated with the order.
Customer Last Name - The last name of the user associated with the order.
Customer Email - The email of the user associated with the order.
Customer Title - The title of the user associated with the order.
Customer Phone - The phone number of the user associated with the order.
Customer Company - The name of the company for the user associated with the order.
Customer Groups - The group(s) the user is assigned to.
MOAS Approver - The approver that approved this order.