Exporting a quick summary of current budgets is easy using our Budget Export feature.
You can also do custom reporting related to your budgets through the Report Engine.
What's included in the export?
The Budget Export includes the following fields for every budget, and will include all budgets regardless of filters applied on the Budgets screen in the app.
| Budget System ID | Budget Category | Budget Number |
| Budget Name | Budget Brand | Budget Disbursed |
| Fiscal Year | Budget Product | Budget Owner |
| Team | Budget Type | Budget Timing |
|
Retailer |
Budget Designation |
1. Go to the Budgets Page.
2. In the upper right corner, click the Download button and then choose Export Budgets.
3. You will see a pop-up informing you that your export is in process (it should take a minute or less). Click Close and go to your email inbox.
4. Look for an email from info@shopperationsapp.com. Open it and click the Login/Download button. You must be logged into Shopperations first.
5. The Budget Export will download into your computer's folder for Downloads.