Budgets Analytic Reports

To view the Employee Expense Budgets analytics:

• Go to Reports on the left sidebar.
• Click Employee Expense Budgets or Company Budgets under Analytics Category.

Budgets vs Actuals Analytics Report

Budget vs Actuals reports help you compare planned budgets with actual spending or accounting figures. These reports provide visibility into how closely your organization is tracking against its budgets and help identify variances early.

Generate Budgets Vs Actuals Report

Here’s how you can generate the Budgets Vs Actuals report:

• Go to Reports on the left sidebar.
• Click Employee Expense Budgets under Analytics Category.
• Click Budgets Vs Actuals.
• Select the budget for which you want to generate the Budget Vs Actuals Report from the dropdown.

A comparison of your budget and actuals will be generated as an analytic report.

• If you want to apply filters, click + More Filters and select the filters you want to apply. Once done, click Run Report.

Budgets are categorized into Employee Expense Budgets and Company Budgets in Zoho ERP.

Employee Expense Budgets Vs Actuals Analytics Report

This report includes data from expenses, purchase-related transactions, and other spend entries tracked under Spend Budgets. It helps teams understand how much of the allocated budget has been used and how much remains.

It helps you:

• Monitor how much of the spend budget has been used.
• Identify overspending early.
• Take corrective action before limits are exceeded.

This report focuses on operational spend control.

Company Budgets Vs Actuals Analytics Report

This report uses accounting data to show how actual income or expenses compare against planned budgets over a specific period. It supports financial analysis and reporting.

It helps you:

• Evaluate financial performance.
• Analyse variances between planned and actual amounts.
• Support financial reviews and reporting.

This report focuses on financial analysis and accounting insights.

User Budgets Vs Actuals Analytics Report

The User Budgets vs Actuals report shows how much each user has spent compared to the budget allocated to them for a specific period.

Generate User Budgets Vs Actuals Report

Here’s how you can generate the User Budgets Vs Actuals report:

• Go to Reports on the left sidebar.
• Click Budgets under Analytics Category.
• Click User Budgets Vs Actuals.
• Select the User for whom you want to view the analytic report from the dropdown.
• Select the budget for which you want to generate the Budget Vs Actuals Report from the dropdown.

A comparison of the budget and actuals for this user will be generated as an analytic report.

• If you want to apply filters, click + More Filters and select the filters you want to apply. Once done, click Run Report.

Export Budgets vs Actuals Report

You can export your organization’s budget summary in PDF, XLS, or XLSX format. Here’s how:

• Go to Reports on the left sidebar.
• Click Budgets under Analytics Category.
• Select the budget for which you want to export the Budget Vs Actuals Report from the dropdown.
• Click the Export dropdown at the top right corner.
• Choose your preferred format.
• If you want to secure the report with a password, mark the I want to protect this file with a password option and provide a password in the Password field.
• Click Export to download the report to your device.

Print Budgets vs Actuals Report

Here’s how you can print a copy of your Budget vs Actuals report:

• Go to Reports on the left sidebar.
• Click Budgets under Analytics Category.
• Select the budget for which you want to print the Budget Vs Actuals Report from the dropdown.
• Click the Export dropdown at the top right corner.
• Select Print. A preview of the report will open.
• Click the Print icon to print the report.