/
Program Report Generator

Program Report Generator

  1. Click on ‘Details’ next to a program from the Main Menu.

  2. Click on ‘Reports’ submenu.

  3. Click on ‘Generate Report'.

  4. Use the ‘Select Report’ dropdown to select from various report options OR use the ‘Selection Option’ to build or ‘lookup’ the report using selection options.

  5. Select how the report should be displayed (more than one selection can be made across table, bar chart, and pie chart).

  6. In the ‘Sums’ row, select any combination of ‘budgeted’ values, ‘actual’ values, ‘forecasted’ values, and 'revenue remaining. Please note, all options may not apply to the specific report selected.

  7. As selections are made, the report will be updated. Click on ‘Add’ to add the report to a list of reports that can also be favorited for quick, future access.

Related content