Exporting Budget PDFs (New UI)

Brandon Peterson
Brandon Peterson

Export a budget PDF in the new UI

  1. Choose a licensed client in the client picker and open Plan > Budgets.
  2. Set the page filters and forecast window, then open Export > Budget forecast (PDF).
  3. Choose Overview or Detailed, review the report filters and chart options, then select Download.

The export opens with the page’s current forecast settings. Changing export options does not change the page’s saved scope. Available periods depend on the features enabled for your account. The Budget Report button name below is the classic UI entry point.

For the classic interface, see Exporting Budget PDFs — classic UI.

Need help? Contact ScalePad Support.

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