Does anyone know how to print a budget summary within SKY view?

Sheryl Welch
Sheryl Welch
Eighth Anniversary Participant Facilitator 1
in Blackbaud Grantmaking™ General Discussions

In Classic view a user could download either an Excel, Word or PDF format of a budget summary. I don't see this option in SKY view. Would like to share copies of several updated budget summaries. Aside from screen shots does anyone have any idea on how to do so in SKY view? I would appreciate some help. Meantime, Blackbaud helpdesk said to post this issue as an idea and have the community vote on it.

Comments

  • Tonya Conaway
    Tonya Conaway
    Seventh Anniversary Participant Kudos 1 Name Dropper

    I'm having the same issue. Wondering how to do the same!

  • Alexis Fish
    Alexis Fish
    Ninth Anniversary Kudos 2 Participant Facilitator 1

    Hello - Here are the steps.

    1. Open budget
      1. Click on the Financials Tab at the top
      2. Click on Budget from the drop down
      3. Click on the budget year you want
    2. Once budget is open
      1. Click on the excel icon in the top right hand corner
      2. Your budget summary will download
  • Sheryl Welch
    Sheryl Welch
    Eighth Anniversary Participant Facilitator 1
    Thank you for your reply. The instructions you provided work, but the format provided is not going to work for me as I have various budgets for the fiscal year. When I clicked the Excel icon the spreadsheet provided shows all of my budgets. I just want to be able to print one budget at time as needed. Right now I see information for my Impact program under the Mission Outreach Program. That is awful. Now I have to take time to sort this information out to have a report to share. I would like to have the icon placed back to the part for each summary budget added to the dashboard so I can print my individual budgets.

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