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Available at the portfolios and folios level. |
Expense ReportThe Expenses report presents a uniform and accurate report of expenses or revenues for a given time frame. The report can be generated for both planned or actual expenses as well as revenues in a variety of ways by setting any or all of the many parameters it offers. And as you can expect, you can get a printable version of it using the report's action menu or by hitting "p" while consulting it. | Info |
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This report is available for folios and portfolios. |
Report Parameters
| Content | Selecting "Actual" will display folio actual expenses within the selected Start and End date (Start and End date included).
Selecting "Budget" will display budgeted expenses.
Selecting "Revenue" will display revenues entries. |
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| Start Date | Report Start Date.
Note that clicking on folio start link set the report start date to folio start date.
Also note that if the report start date is before folio start date, only expenses with a incurred date equal to or after folio start date will be displayed |
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| End Date | Report End Date.
Notes: - Clicking on folio end link to set the report end date to folio end date.
- There is no end date limitation as for start date, therefore expenses incurred after today are future known cost
- Unassigned positions in team are not include in the expenses report.
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| Frequency | This allow you to group your expenses Daily, Weekly, 2 weeks, 4 weeks, Monthly or Yearly
Note that report start date "day" will be the periods starting day. This means if your report start date is a Tuesday and the frequency is Weekly the report will displays weekly expenses from Tuesday to next Monday |
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| Categories | Expenses or Revenues Categories to be included in the report |
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| Roles | Salary or Consulting service titles to be included in the report |
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| Types | Expense or Revenue types to be included in the report |
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Menu Options 
| Printable | Display a printable version of the report
Note that you can also use the shortcut "p" |
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| Export to Excel | Export report to Excel |
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| More Reports | Bring you back to Reporting List
Note that you can also use the shortcut "x" |
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Printable Version
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| ExportToExcel |
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| ExportToExcel |
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Export to ExcelThe Expenses report can be exported to Excel format. It will give you all the latitude you need to further digest, analyze or graph the data. Do it by selecting the "Export to Excel" item in the report's action menu found on the top right of the report's parameters panel. The parameters that were used to generate the report can be found on the second tab of the generated spreadsheet 
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