2/6/26, 3:11 PM

Budget Bytes – Quick reports: View reports without leaving the Portal

Opening a budget file just to look at one report uses a seat and takes several clicks. Robert shows Quick Reports in the Property Explorer, which opens the report you need straight from the Portal, and points to his Portfolio video for portfolio-level reporting.

Find more short how-to videos on the Budget Bytes page.

Reporting, Budget Bytes

Budget Bytes title card: “Export reports to Excel,” with Robert from Kardin.

Some readers want the numbers in a spreadsheet they can work with. Robert shows how to export...

Budget Bytes title card: “One report, infinite detail,” with Robert from Kardin.

Send someone a report and the next request is usually for the detail behind it. Robert shows how...

Budget Bytes title card: “Portfolio drill-down reports,” with Robert from Kardin.

A summary report raises questions that only the detail can answer. Robert shows how to drill from a...

Budget Bytes – Quick reports: View reports without leaving the Portal

Opening a budget file just to look at one report uses a seat and takes several clicks. Robert shows Quick Reports in the Property Explorer, which opens the report you need straight from the Portal, and points to his Portfolio video for portfolio-level reporting.

Related posts

Budget Bytes – Export reports to Excel

Budget Bytes – One report, infinite detail

Budget Bytes – Portfolio drill-down reports