Step #9: Create your budget report

Step #9: Create your budget report

Step #9: Create your budget report

Abacum empowers finance teams to build board-ready reports that are both visually engaging and effortlessly maintainable. Whether you're tracking KPIs, consolidating a monthly P&L, or running variance analysis, our reporting engine brings your numbers to life—with charts, tables, and AI-powered commentary that update automatically each month.

The result: less manual work, more clarity, and real-time collaboration with your team.

Key Benefits for Finance Teams

With Abacum’s reporting solution, you can:

  • Combine KPI cards, charts, and tables into one consistent performance review

  • Explain variances clearly with drill-downs into specific metrics and dimensions

  • Use AI to summarize key insights—no manual writing needed

  • Collaborate in-context by tagging stakeholders directly within the report

  • Automate report updates monthly with one click—no rebuilding required

How to Build Reports: Step-by-Step Process

1. Create a New Reporting Space

Start by selecting the metrics, visuals, and comparisons you need: actuals vs forecast, budget vs outcome, month-over-month trends, and more.

2. Add Smart Visualizations and Commentary

Build out your report using flexible KPI cards, tables, and dynamic charts. Highlight key insights with AI-generated summaries that automatically adjust as your data changes.

3. Drill Down into Deviances

Easily investigate discrepancies by exploring underlying variables or departments. Abacum’s multi-dimensional capabilities help you pinpoint the exact drivers behind the numbers.

4. Collaborate Directly in the Report

Tag teammates to clarify context, share insights, or request input—right where the data lives. Eliminate back-and-forth emails or Slack threads.

5. Reuse and Refresh Automatically

Once your report is set up, you can update it each month with a single click. Abacum automatically pulls in fresh data while preserving your layout and narrative.

TL;DR

Abacum’s reporting solution helps you create consistent, collaborative, and self-updating performance reports that actually tell the story behind the numbers.


From high-level KPIs to deep-dive analysis, you get total clarity—without the manual work.

Disclaimer: This video is part of a 10-step series on how to build your FY’26 Budget in Abacum. You can explore the other steps on our website or in this YouTube playlist.

For all the decisions you need to make.

For all the decisions you need to make.

For all the decisions you need to make.

Plan 2026 with Confidence. Conquer uncertainty with our step-by-step guide.
Plan 2026 with Confidence. Conquer uncertainty with our step-by-step guide.
Plan 2026 with Confidence. Conquer uncertainty with our step-by-step guide.