To access your umbrella's budget management exports, select the Admin dropdown in the top right of your screen, select your umbrella, then hover over Requests along the toolbar and choose Budgets. Locate the Export option on the left side of the page. Click this to view the list of available reports. These reports are described in greater details below.
- Export Requests: Provides a breakdown of all incoming requests. Details the request ID, budget period, organization, type of request, budget name, submission date, approval date, requested amount, and approved amount. The information is displayed on one worksheet or as individual PDFs.
- Budget Status Export: Provides an expanded look at each approved budget item. Details the requested amount, approved amount, approved spending amount, approved payment amount, and remaining budget.
- Approved Payments Export: Provides information regarding approved payments. Details the payment category, vendor information, completion notes, requested amount, and approved amount for each approved payment.
To export a specific request, choose it from your request list and locate the Export option in the top right of the page. This will download a PDF of the request directly to your computer.