to export the report directly to PDF Format in order to print the Revenue/Expenditure
Summary. The Revenue/Expenditure Summary breaks down the balances by Project, Program and/or Site by Cash Fund.
Click the Options Menu, Analysis Tools/Reports, Revenue/Expenditure Summary to access the Revenue/Expenditure Summary Form.
Input Specifications are as follows:
Fund: Use the Drop Down List Box to enter the Fund.
Begin Date: Use the Drop Down Calendar Box or type to enter the Begin Date for the Revenue/Expenditure Summary.
End Date: Use the Drop Down Calendar Box or type to enter the End Date for the Revenue/Expenditure Summary.
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 Project 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.
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 the Revenue/Expenditure
Summary.
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 Revenue/Expenditure Summary Form to print another report.
Click 
to
exit the Revenue/Expenditure Summary 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 Revenue/Expenditure Summary.
If
you have Default Criteria set, click 
if you want to
clear those settings.