> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/reports/budget-report.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

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](data-reports.md)
- [Governance dashboards](governance-dashboards.md)