Enhancement Request for Budgets to be Printable/Exportable

Name of Feature/Request: Enhancement Request for Budgets to be Printable/Exportable

What financial, time savings, or quality of life improvements will occur from this: Have a print or export function for the Budgets. | Frequency: Primarily in Q4, however they might need to adjust budgets throughout year. Potentially this could be needed once per month and in Q4 at least once per week. | Sometimes there are executive team meetings and they need to distribute a copy to applicable parties without someone having to bring their laptop and read off a screen/share their screen. It would be better if they could take a copy with them for notetaking or to reference later after meetings. Would be nice to have it similar to the P&L which is currently exportable to PDF or ExcelThere is a lot of Importsant information on the budget that is useful to more than just the system users.

Attempted Solutions So Far: Either take laptop and read information aloud or convert it manually from screen to Excel and reformat/type everything out which is very time-consuming.

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: strivensupport@task.striven.com

Chat on griffithplumbing.striven.com
Conversation started on Friday, October 25, 2024, at 17:52 (GMT+0) [17:54] Travis Kopp: Is there a Print feature for budgets? [17:54] Courtney has joined the conversation [17:55] Courtney: Greetings Travis! :slight_smile: [17:55] Courtney: Give me just a moment to check that for you. [17:55] Travis Kopp: Hi Courtney [17:57] Courtney: At this point in time we do not have a feature to Print the budgets. I could submit an enhancement request for you, if you feel that it is Importsant for your business. That process can take some time and may involve additional cost if approved, but I am happy to advocate it for you. [17:58] Travis Kopp: Yes please. Thank you and have a great weekend. [17:59] Courtney: Ok I will create a task and follow up with you through the discussions. Have a great weekend as well. [17:59] Courtney: Thank you for your chat today. You should be receiving an email requesting your feedback. This will reflect on me and our interaction today with this Chat. I would greatly appreciate it if you could indicate your level of happiness with my performance by clicking one of the faces and submitting any comments you would like to share. :slight_smile:
For more great resources, check out our Striven Community: https://APP.Striven.com. [17:59] Courtney has left the conversation No tawk.to live chat account ? Create one for free here! | Previously accomplished: In QB they were able to print budgets. Currently they are not able to do this at all and have to read out numbers to others from the Striven system during meetings

StrivenID: 4873702