How do I create and manage Budget Reports?

Budgets are the cornerstone of every Event. Circa's Budget suite enables Teams to efficiently plan, manage and report on event budget portfolios of every size and dimension.

Circa's Budget suite allows for tracking Event Budgets on a micro level for individual Events as well as on the macro level, across entire Event portfolios. 

Read more about creating and tracking expenses at the Event-level here.

Org Budget Settings

You can quickly set your Fiscal Year and default currency as well as apply quarterly planned Budgets across Teams all in one place. Simply navigate to Org Reports & Settings > Settings > Budgets.

Note that only Org Admins have access to these settings.

Expense Categories

Circa's powerful budget reporting capabilities are built on Expense Categories. Default Expense Categories come baked-in but you can easily edit, remove, and add new Expense Categories to better reflect your budgeting practices. 

Org-Level Budget Reporting

Event Managers can find Planned, Actual and Paid amounts in Org Budget Reporting charts and tables.

To build Budget Reports for events throughout your Org, navigate to Org Reports & Settings > Budgets. Here you can use the various "Group by" options, along with Filters, to build a report tailored to your company's specific needs.

  • Admins can create Saved Views to quickly generate powerful reports based on past saved filters and groupings. 
  • Use the actions menu (three gray dots) on the right to export reports, including Expenses and Payments.
  • Note that Org Admins can build reports for all Teams, while Full Access Team Members can only build reports for Teams they belong to.

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