Budget Report Graphs

Budget reports provide a graphical perspective of several budget statistics. To access these reports, select the Admin dropdown in the top right of your screen, select your umbrella, then hover over Requests along the toolbar and choose Budgets. Next, select the Budget Reports tab on the left side of the page. Here you are provided a pie chart and bar graphs that break down the total amount requested for each budget category.


Move your cursor over the chart to see totals. To view a different graph, choose a different report from the dropdown provided. You can produce different graphs based on the following items:

  • Budget categories
  • Line item categories
  • Organizations
  • Funding sources
  • Payment categories
  • Vendors
  • Request type

Additional filters are provided for each type of report (i.e. budget period, status). At this time, reports are not exportable.

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