Payment reports show the transaction values, for each funding category or funding source, for all payments or up to a specific payment.
Summary Reports
By Project
By Contract
Funding Category Reports
Items Certified Through (current payment)
Certified Through, by Funding Source
Items Certified On (current payment)
Certified On, by Funding Source
Item Rows
By Project
By Contract
Funding Source Reports
Items Certified Through (current payment)
Certified Through, by Funding Categories
Items Certified On (current payment)
Certified On, by Funding Categories
By Project
By Contract
Select ‘Details’ next to the contract that contains the payments. From the Contract Menu, select ‘Payments’.
Click on ‘Details’ next to the payment to create the report through.
Click on ‘Summary’, ‘Funding Category Report', or ‘Funding Source Report’.
To export this report to Excel, click on the three dots on the right side of the page to open up the table options. Select ‘Exports’ then click on ‘Export to CSV’. This will open the report data in an Excel file.
Select ‘Details’ next to the contract, then from the Contract Menu, select ‘Payments’.
Click on ‘Details’ next to the payment.
Click on ‘Summary’, ‘Funding Category Report', or ‘Funding Source Report’.
To export this report to Excel, click on the three dots on the right side of the page to open up the table options. Select ‘Exports’ then click on ‘Export to CSV’. This will open the report data in an Excel file.
Please note there are additional non-payment-related reports, for more information: these are found under the Contract Menu > Reports tab.
Funding Category
Estimated (Statement of Estimated Quantity report)
Awarded
Funding Source Report
Estimated (Statement of Estimated Quantity report)
Awarded
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