Project Spreadsheet Reports

You can generate customized spreadsheet reports using the filter and output options.

Note: Your report may look different based on the filter and output parameters you selected.

Project Finance Spreadsheet Report

You can generate the project finance report using the filter and output options. The report is displayed in Microsoft Excel. You must first download the template. The output is in CSV format.

Project Detail Spreadsheet Report

You can generate a detailed project report using the filter and output options. The report is displayed in Microsoft Excel. You must first download the template. The output is in CSV format.

Financial Savings by Business Unit

You can generate a financial savings report by business unit using the filter and output options. The report is displayed in Microsoft Excel. The output is in CSV format.

Financial Summary by Business Unit

You can generate a financial summary report by business unit using the filter and output options. The report is displayed in Microsoft Excel. The output is in CSV format.

Project Finances Group Aggregate

You can generate a finances group aggregate report by using the filter and output options. The report is displayed in Microsoft Excel. The output is in MS-Excel format.

It displays:

• New financial columns that sum up the Group1-5 and Total values over a chosen date range and chosen from actual, plan, before/after lock based on the filter settings.
• 1 project per row.
• Aggregates and does not show monthly details.

Project Finances Element Aggregate

You can generate a finances element aggregate report by using the filter and output options. The report is displayed in Microsoft Excel. The output is in MS-Excel format.

It displays:

• New financial columns that sum up the Group1-5 and Total values over a chosen date range and chosen from actual, plan, before/after lock based on the filter settings.
• Multiple projects per row.  One row is shown for each configured item in the Finance Template hierarchy.
• Aggregates and does not show monthly details.

Project Finances Element Monthly Detail

You can generate a finances element monthly detail report by using the filter and output options. The report is displayed in Microsoft Excel. The output is in MS-Excel format.

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.
  

Related Topics

List of Pre-Defined Standard Reports

Listing Reports

Project Summary Reports

Project Detail Reports

Resource Detail Reports

Timesheet Reports