Create a budget report


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If you want to create a budget report, e.g. to present your customer with an invoice, follow these steps:

1. Go to Project >> Budgets >> Reports

2. Mark the budgets for which you want to create a report.

3. The ribbon shows you all available budget report templates. The templates Revenues/Expenses, Budget Overview and Revenues are already included in the InLoox Options. Go to InLoox Options >> Reports to edit or create new templates 

Budgets - Ribbon Budget Reports

4. After the budget report is created, you can preview the document and you can export the report as an Excel or PDF file, or send it via email. 

 Find more detailed information on reports here: Project reporting features