Campaign Budget Expenses

Report Module Guide: Campaign Budget Expense

Module Location

CRM > CRM Report > Campaign Budget Expense

Module Objective

The Campaign Budget Expense report module is used to generate a financial report that specifically compares the allocated Budget with the Actual Expense that has been incurred for a promotional event. This report is a financial control tool for monitoring and analyzing the effectiveness of the use of promotional funds.

1. Report Parameters

The main page of this module is a simple form containing several parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Campaign Period:

  • Specify the From and To date range to display all campaigns that were active within that period (e.g., August 1, 2025, to August 31, 2025).

• Currency:

  • Choose how currency values will be displayed in the report.

  • Document: Displays values in the original currency used when creating the campaign document.

  • Base Currency: Converts all values to the company's base currency.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Campaign Period range and select the Currency option you want.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

• Display Report: To preview the comparison report directly on your screen. 

  

• Export To MS Excel: To download the report data in an Excel file format. 

  

Workflow & Integrated Business Process

This report pulls budget data from the Campaign Management Module and actual cost data from accounting modules (e.g., Purchase Invoice).

To get an accurate report, ensure that all costs related to a promotion have been correctly allocated to the appropriate Campaign Code when they are recorded.

Tips & Important Notes

• Use this report to perform tight financial control over every promotional event that is run.

• This report helps the Marketing and Finance teams to analyze the effectiveness of promotional budget spending and to calculate Return on Investment (ROI).