As an Admin, you have the privilege of managing the budget on the platform, which includes tasks like allocating and deallocating budgets to managers and analyzing budget reports.
To keep track of budget usage, you can download the Budget Utilization Report from the dedicated report section of the platform. This report helps you monitor how the allocated budgets are being utilized across the organization.
To access the report section and download the Budget utilization report, follow the steps outlined below:
Step 1: Visit the Admin Dashboard.
Note: By default, you’ll land on the Vantage Rewards section. You can also access it by selecting Vantage Rewards from the top header bar within the Admin Dashboard.
Step 2: Click on Reports from the left panel.
Step 3: From the list of available reports, locate and select Budget Utilization Report.
Step 4: On the next screen, set the following parameters:
- Country: View budget utilization by location.
- Department: Filter data by specific departments.
- Date Range: Specify the time period for the report.
Note: Once a department is selected, additional filters for Managers and Awards will appear, allowing you to refine the report further by specific managers or awards.
Step 5: After all parameters are selected, click on the Generate Report button in the top right corner, to generate the desired report.
Step 6: Once the report is generated, click on the Download button to save the report.
Additionally,
You can access the Manager’s budget summary from the Admin Dashboard.
- Simply click on Budget in the left panel to view the summary of all available managers.
