Generate a budget quantity list report

Generate a budget quantity list report

The Budget Quantity List report generates a detailed breakdown of quantities linked to a specific budget account. It can be viewed as a PDF and printed directly from the system.

Reports > Reports: Finances > Budget: Quantity List

How do I generate the report?

  1. Select the Budget year from the "For Budget" drop-down.

  2. Select the Specific Account from the "For Account" drop-down.

  3. Click the "Preview" button.

  4. The report is generated as a PDF document. Adobe Acrobat Reader is required to view it.

  5. Print the report from the PDF viewer.

Frequently asked questions

Can I generate the report for more than one account at a time?

No. The report is generated per individual account. To view quantities for multiple accounts, generate each report separately.

What information does the quantity list show?

The report shows the item descriptions and quantities linked to the selected budget account for the chosen budget year.

Do I need Adobe Acrobat Reader installed?

Yes. The report is generated as a PDF file. Most modern browsers have a built-in PDF viewer, but Adobe Acrobat Reader provides the best experience for printing.

Last updated: April 2026 | Version 2.0

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