You can generate a finances element monthly detail report by using the filter and output options. This report shows multiple rows per project - one for each element configured item in the Finance Template. It displays month by month values for the date range based on the filter settings.
Filter Parameters
You can filter on pull down status, initiative, project basics, project organization hierarchy, project dates, project classification fields, project custom fields, finances, program, program organization hierarchy, and alignment tree.
For more information on filtering, see topic Using Finance 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
