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Available at the portfolios and folios level.

Expense Report

The 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.

 

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.   

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  

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.
FrequencyThis 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 
CategoriesExpenses or Revenues Categories to be included in the report
RolesSalary or Consulting service titles to be included in the report
TypesExpense or Revenue types to be included in the report

 

Menu Options

 

PrintableDisplay a printable version of the report
Note that you can also use the shortcut "p"
Export to ExcelExport report to Excel
More Reports

Bring you back to Reporting List
Note that you can also use the shortcut "x" 

 

Printable Version

Export to Excel

The 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

 

Expense custom fields

Note that in the above example Invoice # and P.O. # in this example are user defined Actual expenses custom fields

 

 

 

 

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