Navigating the report

Include project types

Select the corresponding check boxes to include each project type in the report.

Include transaction types

Select the corresponding check boxes to include each transaction type in the report.

( Ledger date - Period 1 )

From date> To date

Specify a starting date and ending date to include in the report project transactions that are posted to the ledger in period 1.

( Ledger date - Period 2 )

From date> To date

Specify a starting date and ending date to include in the report project transactions that are posted to the ledger in period 2.

Actual or Budget

Select Actualto display actual values in the report (Budget value - Actual value).

Select Budgetto display budgeted values in the report (Budget value + Actual value).

Forecast model

Select the forecast model that you want the report to use.

Skip blank ID

Select this check box to exclude from the report any expense and fee transactions that are not attached to an employee or item and any on-account transactions.

Skip zero

Select this check box to exclude all rows in the report where the amounts are equal to zero.

Show amount

Select decimal formatting for the amounts in the report.

Show hour

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