See committed, paid and remaining against each budget

The budget report shows, for each Funding Round or Program (your organisation's own terms if you've renamed them), what was budgeted, what your sent decisions have committed, what has been paid and refunded, what is still outstanding and what remains.

Before you start

You need Can generate reports. Exporting the report needs the same permission.

Open the report

1. Go to Data reports.
2. Under Built-in reports, select Budget.

Choose what the report covers

• Scope: Everything, By Funding Round or By Program. With a Funding Round or Program chosen you can pick one, or leave it on every one. No Program covers the rounds whose group belongs to no Program.
• Period: a financial year, starting on the day and month set in Settings > Organisation, or Custom dates. The report opens on the current financial year. If your organisation has no financial year set, the report offers custom dates only, starting on 1 January this year, with a link to set one.

An end date before the start date is refused with "Choose an end date on or after the start date."

Read the figures

Rows are grouped by Funding Category, one row per Funding Round or Program and currency.

• Budget: the budget amount, or No budget set, in which case Remaining is blank.
• Committed: the amount granted on sent approve decisions in the period that the applicant has not declined. It is the same figure as the round's Budget panel.
• Paid and Refunded: payments marked paid, and refunds received.
• Net paid: paid less refunded. It matches the round's Budget panel.
• Indexation: indexation applied to contracts.
• Outstanding: committed plus indexation less net paid. A negative figure is marked Overpaid.
• Remaining: budget less committed.
• In-kind committed value, In-kind committed and In-kind completed: in-kind support. The committed value is the declared value of the in-kind support committed, in the row's currency; In-kind committed beside it lists the units (for example, 10 laptops); In-kind completed is the declared value of in-kind payments marked paid. It is never counted as cash. The export has the same columns.
• Co-funded pledged and Co-funded received: shown when co-funders contribute. They are never added into the cash columns.

Amounts in different currencies are never added together: there is a Total row for each currency. If your data access rules hide some rounds, the report says it includes only the ones you can see.

See what makes up a figure

Select any committed, paid, refunded, net paid, indexation or in-kind figure. A panel lists the decision lines, payments, refunds or indexation entries behind it, with the date, the application and the amount. Select an application number to open it.

Download the report

Select Export CSV or Export XLSX to download the rows on screen, for the same scope and period. Each amount carries its own currency.

Put a Budget tile on your Dashboard

1. On your Dashboard, select Add visualisation.
2. For Type of data, choose Budget. It shows as a KPI tile only.
3. Choose the Scope and the Period: This financial year, Last financial year or Calendar year to date.
4. Select Save.

The tile shows paid, committed and remaining for each currency, and Open the budget report opens this report on the same scope.

See also

• Data reports
• Governance dashboards