FAQ's

Q1: Can I export the Budget Comparison report?

Ans: Yes. To export your report:

1. Generate and review the desired report.

2. Click the three-dots (⋯) menu in the top-right corner.

3. Select Export as Excel or Export as PDF.

4. Once ready, go to Data Export (Gear Icon → View All) and download your file.

Q2: Why don’t I see the Budget Comparison option in my account?

Ans: If the Budget Comparison option isn’t visible, your account may not have the necessary access.

To add access to Owners Report:

1. Go to Reports > Management Reports > Explore All.

2. Click the Add Icon on the top-right corner.

3. Enter the email address of the user for access.