> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://support.workstatus.io/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Budget Reports # Budget Reports Budget Report offers a summary of project-wise planned vs. actual costs, helping track spending, forecast expenses, and ensure financial control. ### Roles and Permissions: Organization Owner/Manager: They can view reports of all members in the organization. Delivery Head: These roles can view reports of all members in the organization. Dept Head(User): They can view reports of self and assigned Department Members. Team Lead(User): They can view reports of self and assigned Teams Members. Project Manager (User): They can view reports of self and assigned Project Members. User: User can view reports of only themselves. Please refer following link for accessing Roles and Permission : [https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/](https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/) Read out section below to learn more about how Budget Reports works : 1. Navigate to the **Reports** section and click on **Budget Report**. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_fvwjw7.png) 2. Select the required **Date Range**, **Project**, **Budget Type**, and **Budget Status** based on the data you want to generate. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_rgowt2.png) 3. Click the **Generate Report** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_kd58dz.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1d143y0.png) ## Budget Report – Filters, Send, Schedule, and Download ### Filters The **Filters** option allows you to refine the Budget Report by applying specific criteria. You can filter the report by **project, client, employee, team, department, budget status, budget type, manager, and the selected date range**. This helps you analyze budget allocation, utilization, remaining budget, and project-wise financial performance more effectively. 4. You can further refine the report by applying filters such as: ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_fq2een.png) * Budget Type ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_abokn8.png) * Project ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_yy63cq.png) * Billable ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1cu9o51.png) * Budget Status ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_11znwm.png) * Profit & Loss ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1giqndt.png) * Margin % ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_lbnsn1.png) * Budgeted Hours ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1onzow9.png) * Invested Hours ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1arwlde.png) * Include Expense ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_hndycd.png) 5. After selecting the desired filters, click the **Apply** button. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_v1sw85.png) 6. You can also filter the report based on a specific date range. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_17l96gm.png) 7. To share the report, click the **Send** button and send the Budget Report to the desired recipients. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1017elx.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_bybt4c.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_bpj4cu.png) ### Schedule The **Schedule** option enables you to automate the delivery of the Budget Report. You can configure the report to be sent automatically at a predefined frequency, such as **Daily**, **Weekly**, or **Monthly**, to the selected recipients. This ensures stakeholders receive regular budget updates without manually generating the report. 8. To automate report delivery, click the **Schedule Report** button and configure the scheduling settings. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_8349qp.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_591c73.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_10xmjgk.png) ### Download The **Download** button allows you to export the Budget Report to your local system. Depending on your account configuration, the report can be downloaded in **Excel**, **CSV**, or other supported formats for offline analysis, financial planning, auditing, budgeting, and record-keeping. 9. To export the report, click the **Download** button and choose either **PDF** or **CSV** format. ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1h82nll.png) ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_wx97vb.png)