Client Portal Reports: Budget Report

Overview

The Budget Report provides a detailed summary of scheduled and actual security service hours and costs across selected locations and security providers. Users can filter report criteria, review budget performance, and export report data for further analysis.

Accessing the Budget Report

To access the Budget Report, log in to the Client Portal and navigate to the Reports menu on the left-hand navigation panel. Click the drop-down arrow and select Budget Report.

Filter Report Data

Use the available filters to customize the report results:

• Start Date
• End Date
• Location(s)
• Security Provider(s)

To select all locations or security providers, toggle the switch next to the location search field. 

• Click the Magnifying Glass icon to generate the report.
• Click the Download option to export the report.

Report Details

The Budget Report displays the following information for each location:

• Location Number and address
• Position
• Armed / Unarmed Status
• Security Provider
• Request Reason
• Total Hours
  1. Scheduled
  2. Credited
  3. Difference
• Rate
• Total Cost
  1. Scheduled
  2. Credited
  3. Difference
• Notes

The Notes field displays any location-specific comments or additional information associated with the assignment.