Expenditure Plan Reporting, Exports, and Paginated Reports

Exporting the Expenditure Plan

Users can export the current Expenditure Plan view to:

• PDF

• PNG

Exports reflect:

• The current date range

• Applied filters and groupings

• Selected columns

• Active settings

The Expenditure Plan is a self‑service reporting tool, meaning users manually generate exports as needed.

Paginated Expenditure Plan Reports (Power BI)

For clients requiring automated or scheduled reporting, Advvy supports a paginated Power BI version of the Expenditure Plan.

Purpose of Paginated Reports

Paginated reports:

• Replicate Expenditure Plan reporting logic

• Support scheduled or triggered delivery

• Enable automatic email distribution

This approach is ideal for:

• Monthly client reports

• Recurring stakeholder updates

• Event‑driven reporting

If you require a paginated Expenditure Plan or other bespoke reporting solutions, please speak with your Advvy representative to discuss configuration and setup options.

Key Differences: Expenditure Plan vs Paginated Report