Include project types

Select the project types that you want to include in the report.

Include transaction types

Select the transaction types that you want to include in the report.

Project date

From date/ Break date/ To date

Specify a start date and end date to include category earnings that are posted in Project.

NoteSee the note at the bottom of this table for Break date.

Ledger date

From date/ Break date/ To date

Specify a start date and end date to include category earnings that are posted to the ledger.

NoteSee the note at the bottom of this table for Break date.

Actual vs. Budget

• Deviation: View the difference between actual and budgeted values.

• Sum: View the sum of actual and budgeted values.

Forecast model

Select the Forecast modelthat you want the report to use.

Project view

Select how you want to display the first column of the report.

Project level

• Specify the number of subproject levels. Select 0 to display all projects that are summarized in one line, 1 to display only parent projects, and 2 to display subprojects.

• The projects below the parent project level are summarized on one line, and an asterisk (*) indicates if the summarized number includes subprojects below the first subproject level.

Skip blank ID

Select whether to exclude unidentified projects, such as internal projects.

Skip zero

Select whether to exclude all rows in the report where the amounts are equal to zero.

Show amount

Select how you want decimals to appear in the report.

Show hour

Select whether to display the amount of hours, the quantity of hours, or both in the report.