Reports Overview

Reports turn your budget into a finished, shareable document — a topsheet for the studio, a location breakdown for the line producer, a cashflow schedule for the bond company. Every report is built in the same five-step wizard, previewed live as you go, and exported as a PDF (Cashflow can also export CSV).

Opening Reports

With a budget open, use any of these:

Where	How
Toolbar	Click Reports
Menu	File → Print or Tools → Reports
Keyboard	Cmd+P (Mac) / Ctrl+P (Windows / Linux)
Library	Right-click a budget → Print / PDF
Project Details	Budget → Project Details opens Reports straight to the Project Details page

Reports open in their own Reports window. Only one Reports window exists at a time — if it's already open, these shortcuts simply bring it to the front. To report on a different budget, use the Budget dropdown at the top-left of the Reports window; it lists every budget you have open in a tab.

The Reports window

Left panel

• Budget — which open budget you're reporting on.
• Create New Report — starts the wizard from scratch.
• Project Details — the project info and logos your reports can pull in. Fill this in once per budget and every report can use it.
• Draft Report — appears if you leave a new report before saving it (see below).
• Saved Reports — every report you've saved for this budget. Click one to reopen it with all of its settings; the trash icon deletes it.

Right side

• The wizard steps across the top: Report Information → Cover Page → Header/Footer → Additional Options → Review and Create. Once you've visited a step it gets a green tick and you can jump back to it by clicking its name.
• A live Preview of the finished pages, with page navigation underneath.
• Previous / Next buttons. On the last step, Next becomes Create.

Report types

Report	Use it for
Budget Report	The classic budget: topsheet, account detail, summaries and element listings.
Episodic Budget Report	Series budgets — a pattern/amort breakdown plus a topsheet per episode.
Location Report	Costs broken out location by location.
Currency Report	Costs broken out by currency, for multi-currency shoots.
Custom Report	Any slice of the budget you can describe — by account, smart group, location, phase, episode, tag, and more.
Cashflow Report	Spend spread across weeks or months, with tranches and holdback.

Which types you see depends on your plan (and, in a workspace, on your access level). Budget Report and Episodic Budget Report are the standard reports; the others are premium reports. If Reports is greyed out, hover over it — the tooltip will tell you it isn't included in your current plan.

The workflow in brief

1. Report Information — name the report and pick its type, then choose what to include. (Each report type has its own page in this section.)
2. Cover Page — an optional cover and a Topsheet title page.
3. Header/Footer — text for the top and bottom of every page.
4. Additional Options — paper size, orientation, columns, and what detail to show.
5. Review and Create — save the report for reuse, then Create the PDF.

Steps 2–5 work the same for every report type; they're covered in Creating a Report.

Saved reports and drafts

• Save it once, reuse it forever. A saved report keeps every choice you made in the wizard. Next draft, open it from Saved Reports, check the preview, and hit Create — the numbers are always pulled fresh from the budget.
• Saved reports belong to the budget they were made for, and report names must be unique (not case-sensitive).
• If you click away from a new report you haven't saved, Line Budgeter keeps it as a Draft Report in the left panel. Drafts only last while the Reports window is open — save anything you want to keep.
• Leaving a report with unsaved changes asks "Do you want to save the changes?", and closing the window mid-report asks you to confirm before discarding your work.

Good to know

• Reports always print the whole budget. Filter Budget, Compare Budgets and Variance Comparison are on-screen views only — they don't change what a report contains. Use a Custom Report to print a subset.
• The preview follows your edits. Change a number in the budget while the Reports window is open and the preview refreshes. (For shared budgets the latest data is fetched when you open Reports — reopen or reselect the budget to refresh.)
• Goalpost budgets get a simplified wizard: a Budget Report with the Topsheet only, no header/footer step, and just orientation and paper size in Additional Options.
• Sample budgets can be previewed but not exported.
• Watermarks may be required. If a workspace or the person who shared a budget with you requires watermarked reports, the watermark is switched on and locked. Likewise, if downloading reports isn't allowed for your access level, Create will tell you so.