Funds Report Builder

Terms

SET TIME PARAMETERS FOR THE REPORT

Choose a Ledger   

Do you want to limit the report to a period within the selected Ledger? Then enter a date range.

Start: End:

Your dates must be within the boundaries of the desired Ledger for the limit to work.


CHOOSE A REPORT TYPE

Summary Report [fund activity without titles, vendors, publisher or other elements]

Expenditure Report [fund activity with titles and other features. See the dropdown]

Sort Reporting Funds in the Expenditure Report by:  

FILTER BY

Fund:   OR  Vendor:


NB: This report builder outputs to Excel and takes a few minutes to complete