Navigating the report

Recurrence

Change the start time and start date of the batch job, or set up a recurring batch job.

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.

Ledger date - Period 1

From date> To date

Specify a start date and end date to include project transactions that are posted to the ledger in period 1.

Ledger date - Period 2

From date> To date

Specify a start date and end date to include 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 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 that 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.