You can generate a finances group aggregate report by using the filter and output options. This report shows one row per project. It aggregates the Group 1 to Group 5 and Total financial values over a chosen date range based on the filter settings. Before running this report, you should choose a Finance Template.
Filter Parameters
You can filter on 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 Filters.
Output Parameters
You can select the report format, choose to break down finance details by organization, and select the output columns to display. The output is in CSV format.
Sample Report
