Articles on: 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/

Read out section below to learn more about how Budget Reports works :

Navigate to the Reports section and click on Budget Report.

Select the required Date Range, Project, Budget Type, and Budget Status based on the data you want to generate.

Click the Generate Report button.

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.

You can further refine the report by applying filters such as:

Budget Type

Project

Billable

Budget Status

Profit & Loss

Margin %

Budgeted Hours

Invested Hours

Include Expense

After selecting the desired filters, click the Apply button.

You can also filter the report based on a specific date range.

To share the report, click the Send button and send the Budget Report to the desired recipients.

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.

To automate report delivery, click the Schedule Report button and configure the scheduling settings.

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.

To export the report, click the Download button and choose either PDF or CSV format.

Updated on: 13/07/2026

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