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
- Finance → Financial Management → Reports → Summary → Expenditure → 10-Level Summary
- The Report Description tab provides an illustration of how the report works.
- On the Select Tab, choose the fiscal year and month.
- On the Sort Tab, choose the appropriate sort levels and roll up criteria.
- On the Range Tab, range as necessary.
- Once all fields are populated as needed, click Run Report (process wheel).
Select Tab
FIELDS | Opt. | Rec. | Req. | Description |
---|---|---|---|---|
Fiscal Year | — | — | ♦ | Range on fiscal year and month (YYYY-MM) |
Fiscal Month | — | — | ♦ | Sources from which activity will be drawn and shown on the report |
Select Posted | — | ♦ | — | Normal selection when running activity report |
Sort Tab
FIELDS | Opt. | Rec. | Req. | Description |
---|---|---|---|---|
Optional Sort Level | — | — | ♦ | Range accordingly if necessary |
Range Tab
FIELDS | Opt. | Rec. | Req. | Description |
---|---|---|---|---|
Range Criteria | ♦ | — | — | Range accordingly if necessary |
Opt. = Optional Rec. = Recommended Req. = Required |