At the top right of the budget page you will find the button to export the budget. This allows you to make further financial analyses and graphs.
The export functionality takes into account the selected filter options. This means that you can export all costs within a certain project group for a certain financial year.
The Excel export consists of 4 tabs:
- Budget: all project budgets, with project tags and project managers
- Costs: all costs, with cost tags and cost managers
- Invoices: all invoices, with supplier information and description
- Monthly communication budget: all planned communication moments with a budget, to which the budgets per month are added.
The columns with tags on projects, channels, and moments are also available to apply advanced filters.