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Budget reporting

Asset Essentials provides an annual breakdown report for all of the budgets that you are tracking.

How to run a budget report

The Annual Breakdown report shows the actual costs that counted against the selected budget compared to the budget money amounts for each work order and purchase order category.

  • Click on the Work Orders menu icon, then select Budgets.
  • From the Budgets summary page, check the box next to the applicable budget.
  • Click on the Print/Report button and select Print.
  • Click OK to generate the report.