You can generate a finances element monthly detail report by using the filter and output options.
It displays:
- Month by month values for the date range based on the filter settings.
- Multiple projects per row. One row is shown for each configured item in the Finance template hierarchy.
Filter Parameters
You can pull down status, initiative, project basics, project organization hierarchy, project dates, project classification fields, project custom fields, programs, finances, and finance aggregate definition.
For more information on filtering, see topic Using Finance Aggregate Report Filters.
Output Parameters
You can select the starting month, number of months, report format, choose to break down finance details by organization, and select the output columns to display. The report output format choices are CSV, HTML, and MS Excel.
Sample Report
See Also
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Last Published Tuesday, June 21, 2016