The Project Report is a report for real-time spending by project.
Step 1: Go to Reporting tab.
Step 2: In the Spending Reports section, click Project Reports.
Step 3: Choose Filter Criteria.
- List by: List the report by Business Unit or Project.
- Business Unit: Choose the business unit from the drop-down menu.
- Date Range: Enter the date range manually, or using the -- Date Range -- drop-down menu.
Please Note: By checking the Consolidate checkbox, the report will aggregate the data on the selected business unit as well as any child business units within it.
Step 4: Choose what transactions to include within the report by clicking their respective checkboxes.
Step 5: When finished entering the report criteria, click Run Report.
Step 6: Your report result will appear below. To obtain GL detail, click the Amount spend.
Step 7: To view the list of transactions, click the Account number.
Step 8: To view the transcation detail, click the transaction title.
Step 9: The transaction detail page will appear.
