The “Amount Spent per Reason” report in Capexplan provides detailed insights into expenses categorized by reasons as stipulated in the budget for any entity. This report allows you to monitor and analyze spending patterns and ensure budget compliance.
- From the main dashboard, select the Reports option.
- Select Amount Spent per Reason.
- Use the portfolio on the left to choose the parent entity you would like to see in this report.
Configure Report Settings
Limit to:
- Show Only this Entity: Select this option if you want to see the report for the selected entity only.
- Show Combined Result of this Entity Including all Dependents: Select this option if you want to include the selected entity and all its dependent entities in the report.
Reason:
- Select “All Reasons” to include all reasons for expenses or choose specific reasons from the dropdown menu.
Request Type:
- Select “All Request Type” to include all types of requests or choose specific types from the dropdown menu.
Request Subtype:
- Select “All Request Subtype” to include all subtypes of requests or choose specific subtypes from the dropdown menu.
Timeframe:
- Set the timeframe to “Current Year” or adjust as needed.
- Ending: Set the end date to “2024-06-26” or the desired end date for your report.
Display Data:
- Select “Monthly” to display the data on a monthly basis.
- Click the Generate Report button to generate the report.
- The report will display the actual amount spent per reason for the selected timeframe and entity.
- Review the report details displayed on the screen. And If needed, you can print the report by clicking on the Print This Report button.
