Select

Open a query and select the data that you want to include. View the data selections of reports in the Selectquery.

Default

Return to the default settings of the Selectquery.

Options

Set up report delivery, such as formatting for a printer, printing, or saving as a file.

Recurrence

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

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.

( Project date )

From date/ To date

Specify a starting date and ending date to include project transactions that are posted in the Projectmodule.

( Ledger date )

From date/ To date

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

Actual or Budget

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

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

Forecast model

Select the Forecast modelthat you want the report to use.

Skip blank ID

Select this check box to exclude unidentified projects, such as internal projects, from the report.

Skip zero

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