Commonly used reports to manage budgets within your facilities
This article is for FMI Works users who have been given the permission of Works Manager
Overview
The FMI Works suite of Budget Reports is a valuable tool if you are using Budgets to manage costs.
They provide a means to report on Budgets that have been set up either for:
- Work done by a specific contractor, where a contract agreement is in place for an agreed dollar amount. The agreement can cover one or many sites.
- Work done at specific sites, where there is an agreed dollar amount for a particular site and/or trade.
Commonly used budget reports
The following reports are commonly used for managing budgets.
Budget Contract Site Allocation
Lists the budget’s planned amount and the current spent amount for each site under the contract.
Budget Site Cost Summary
Displays the total cost and the variance from the budget, organised by the budget then site.
Budget Site Cost Summary By Month
Displays the same data as the Budget Site Cost Summary report however it is organised by month.
Report format
Reports can be run in either:
- PDF format; or
- CSV format, which enables further manipulation of data in Excel if required.
Running the reports
Go to the Services module and select Reports > Financial Management. Select your report.
Each report category will display several reports.
Various filters are available depending on the report. One or more filters can be selected and selecting a combination of filters will help narrow down search results.
We recommend using only one date filter otherwise the results may be skewed.
More information
For information on automatically sending reports, see How to Set Up Scheduled Reports.