Include project types

Select whether to include each project type in the report.

Include transaction types

Select whether to include each transaction type in the report.

Project date

From date/ Break date/ To date

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

Note
When you select Sumin the Actual vs. Budgetfield, the break date that you enter determines where the calculation of actual values ends and the calculation of budgeted values begins.

Ledger date

From date/ Break date/ To date

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

Note
When you select Sumin the Actual vs. Budgetfield, the break date that you enter determines where the calculation of actual values ends and the calculation of budgeted values begins.

Actual vs. Budget

• Select Deviationto display the difference between the actual values and the budgeted values in the report.

• Select Sumto display the actual values plus budgeted values in the report.

Forecast model

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

Skip blank ID

Select whether to exclude from the report unidentified projects, such as internal projects.

Skip zero

Select whether to exclude from the report all on-account transactions that are not attached to any category.

Show amount

Select how you want decimals to appear in the report.