to export the report directly to PDF Format in order to print/save the
Expenditure Analysis. The Expenditure Analysis Report will print an analysis of the Expenditures for the Date Range specified.
Click the Options Menu, Analysis Tools/Reports, Expenditure Analysis to access the Expenditure Analysis Form.
Input Specifications are as follows:
Begin Date: Use the Drop Down Calendar Box or type to enter the Begin Date for the Expenditure Analysis.
End Date: Use the Drop Down Calendar Box or type to enter the End Date for the Expenditure Analysis.
Classification Bolding Selection: Use the Drop Down List Box to enter the Classification Bolding you want to use for the Expenditure Analysis, if applicable.
Paid Options: Select which Paid Options you would like to print on the Expenditure Analysis.
Only Print Paid Items
Only Print Unpaid Items
Print Paid and Unpaid Items
Show PO Vendor: Check the Check Box if you want the PO Vendor to show on the Report. Note: If the Check Box is NOT checked, only the Payment Vendor will display on the Report. If the Check Box is checked, the Vendor Column will display as PO Vendor/Payment Vendor on the Report.
Grouping and Printing Choices
Group Order: Enter the order in which you want the Dimensions to print on the Report. For example, if you want the Fund to print first, enter a 1. To print the Program next, enter a 2 and so on.
Total: If you want the total for each Dimension to print on the report, check the Total Check Box.
Bold: If you selected Classification Bolding Selection above, check the Bold Check Box to bold the Dimension.
Page Break: If you want to page break after a Dimension, check the Page Break Check Box.
Filter: You may enter a value to filter for the Dimensions you want to print.
Click
to export the report directly to PDF Format in order to print/save the
Expenditure Analysis.
Click
to open the Report Viewer options.
Click Send to Viewer to send the report to Report Viewer where you can save/print the Report in various formats.
Click Send to Queue to queue the report and open the Report Queue. (Note: When you send a report to queue, you do not have to wait for the report to finish processing in order to start another report or work somewhere else in the application.)
The last report sent to the Report Queue will be listed as the first item in the Report Queue. All other reports sent to the Report Queue will also be listed in Started order.
Status: Processing
If the Status is Processing, the User can Delete, Rename or Refresh the report.
Status: Completed
If the Status is Completed, the User can Delete, Rename or Review the report. If you select Review, the report will be sent to the Report Viewer.
Click 
to
go back to the Expenditure Analysis Form to print another report. Click
to
exit the Expenditure Analysis Form and continue working within the application.
You can navigate to the report at any time and click Show Queue to view the Report Queue, check the status of the report, and use the options listed above.
Click 
to
save the criteria entered as the default for the Expenditure Analysis.
If
you have Default Criteria set, click 
if you want to
clear those settings.