Help Center Article

How to automatically email Budget Reports

To create an Budget Report, first customize and save a view on the Budget Report.

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.