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      How to run reports: Reporting on services that have exceeded their expected budgets

      🔇 Video is visual only, no Audio

       

      Video Summary: This video will demonstrate how to run reports to show services which have exceeded their expected budgets.

      Timeline Notes: The below will highlight notable times in the video with additional context.

      • 0.01 - In "Home" screen, hover over "CONTROL" and click on "Service Number Reports", then "Exception Reports".

      • 0.07 - Once in report page, click on the radio button next to "Top X Services exceed budget". 

      • 0.12 - Select the desired file format, then click on the "Export" button.