# 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.

[![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/pl4image.png)](https://manual.kokola.co/uploads/images/gallery/2025-08/pl4image.png)

#### 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/neSimage.png)

#### **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. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/T6Zimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/r4yimage.png)

#### **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)**.