The Finance Aggregate Reports can be very useful to your business as they can be customized to your needs. Using EnterpriseTrack you can extensively configure finance reports by configuring the level of group, category, and element details. You can also configure based on time period (annual versus monthly, and by optional use of lock months. Also, your finances may involve separate Plan versus Actual, or a single set of numbers that starts off as Plan and then is updated each month into Actual for the previous months. You can create snapshots for comparisons by keeping the prior values. Regardless of how you are currently using the Finance module, the three Finance Aggregate Reports can be configured with the use of a small set of filters to create a report output that is best suited to your needs. You can also use these reports as data sources to generate highly specific output in the form of Excel charts, pivot table and any company-style formatted output (see Creating User-Defined Reports).
The three Finance Aggregate Reports provide increasing levels of detailed information. They also provide extensive columns of non-financial information about projects such as– organization, classification, users, custom fields, etc. The hierarchy of finance information can be visualized as:
Total
Group1
Category 1.1
Element 1.1.1
Total refers to the sum-total finance value of a Project. Group1, 2, 3, 4, 5 refers to the items in the Finance Template hierarchy you have configured just below the Total level. Categories are the items below Groups and Elements are the items below Categories.
Project Finances Group Aggregate
Project Finances Element Aggregate
Displays underlying detail down to element level; multiple rows per project
Project Finances Element Monthly Detail
Displays further detail, showing the month-by-month values for each element.
Using Finance Aggregate Filters
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Last Published Wednesday, November 30, 2016