You can generate a proposal finances element monthly detail report by using the filter and output options. The number of rows displayed per proposal is controlled by the Finance Detail Level filter. It displays month by month values for the date range based on the filter settings. As this report only supports Plan view, you cannot use this report to compare views. Program filters are displayed only if your administrator has enabled the feature Allow Proposals in Programs.
Filter Parameters
You can filter on initiative, proposal basics, proposal organization hierarchy, proposal dates, proposal classification fields, proposal 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, roles, and report format. The report output format choices are CSV, HTML, and MS Excel.
Sample Report
