What This Report Shows


  • This report allows different lengths of the same dimension/component to be included in the sort and totals.
  • Refer to the Report Description tab for an example of how the roll up capabilities work.


Requirements


  • Headers - Headers must exist in the Chart of Accounts for the description to display.


Ten Level Expenditure Summary Report


  1. Finance → Financial Management → Reports → Summary → Expenditure → 10-Level Summary
  2. The Report Description tab provides an illustration of how the report works.
  3. On the Select Tab, choose the fiscal year and month.
  4. On the Sort Tab, choose the appropriate sort levels and roll up criteria.
  5. On the Range Tab, range as necessary.
  6. Once all fields are populated as needed, click Run Report (process wheel).


Select Tab

FIELDSOpt.Rec.Req.Description
Fiscal YearRange on fiscal year and month (YYYY-MM)
Fiscal MonthSources from which activity will be drawn and shown on the report
Select PostedNormal selection when running activity report


Sort Tab

FIELDSOpt.Rec.Req.Description
Optional Sort LevelRange accordingly if necessary


Range Tab

FIELDSOpt.Rec.Req.Description
Range CriteriaRange accordingly if necessary
Opt. = Optional  Rec. = Recommended  Req. = Required