Reports & Searches – 03 – Expenditure Reports

The expenditure reports section of PLANERGY – figure 1 – shows the various expenditure reports and where budgets can be assigned expenditure versus budget reports that are available in the system. There are four different sets of information that can be used to create reports each with separate options available.

Fig. 1 – Expenditure Reports – User page

1. User
   1. Expenditure Table

      Per month expenditure versus budget report in table format.

   2. Expenditure Chart

      Per month expenditure versus budget report in bar chart format.

2. Department
   1. Total Expenditure

      Overall or yearly expenditure versus budget report in table format.

   2. Monthly Expenditure – figure 2.

      Per month expenditure versus budget report in table format.

   3. Expenditure Chart – figure 3.

      Per month expenditure versus budget report in bar chart format.

3. Charge To Account
   1. Expenditure Table

      Per month expenditure report in table format.

   2. Expenditure Chart

      Per month expenditure report in bar chart format.

4. Company
   1. Expenditure Table

      Per month expenditure report in table format.

   2. Expenditure Chart

      Per month expenditure report in bar chart format.

All expenditure reports can be exported to CSV or printed as required.

Fig. 2 – Expenditure Reports – Monthly department table

Fig. 3 – Expenditure Reports – Monthly department chart

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