Budgeting

Budgeting

Budgeting Report

This report will allow you to look at current and historical budget results grouped by location. Budgets that have exceeded their initial budget goal will be displayed in red font.

Customize Options

Once you access the report there is a default of displaying all of your Budgets but you can customize/refine your filter to a specific order by:

Filter options:
  1. If you are at a Corporate Level then you will be able to see the report for all practice locations within the corporation by default.
    1. If you are at a Practice Level then the default display is all data from your specific practice.
  2. Date Range
  3. Select from drop-down filters to limit results
  4. Once you have utilized filter options click Build Report
  5. Download options include PDF or Excel.

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