What This Report Shows
- This report shows detail from revenue accounts depending on the selected detail sources (Select Tab). It displays the following for all detail lines: Fiscal Year, Fiscal Month, Estimated Revenue and Revenue.
Best Practices
- Posted and Distributed - Although undistributed activity can be selected, The normal selection is posted and distributed activity only to facilitate comparison to activity reports.
Revenue Detail Report (with full sort)
- Finance → Financial Management → Detail → Revenue → Detail with full sort
- Range accordingly through each tab.
- Click Run Report.
Select Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| From PYPM | — | — | ♦ | Range on fiscal year and month (YYYY-MM) |
| Account Sources | — | — | ♦ | Sources from which activity will be drawn and shown on the report |
| Select Posted and Distributed | — | ♦ | — | Normal selection when running activity report |
| Select Undistributed | ♦ | — | — | True if appropriate |
Sort Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Optional Sort Level | — | — | ♦ | Allows for sorting through dimensions |
Range Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Range Criteria | ♦ | — | — | Range accordingly |
| Opt. = Optional Rec. = Recommended Req. = Required | ||||