Help Center Article
How to automatically email Budget Reports
To create an Budget Report, first customize and save a view on the Budget Report.
![](https://assets-global.website-files.com/65832987833248db7f8f22c4/65e3706dca52a50bf953f6b4_744de8f8-b122-458e-bb02-21cd68234004.png)
When saving the view, you will see the option to email the CSV spreadsheet version of the Report on a regular schedule, every week or month.
The CSV spreadsheet includes the Planned, Actual, and Paid Totals for the Events in the report.
Optionally, you can also include the Expenses and/or Payments associated with the Events on separate tab(s) of the CSV.