Report Option?

Jon Neal

Is there a report that can show me all activity in a Project? The Invoice expense allocation report is the closest I've found, but only gives expense invoices (not journal entries or other activities).

Kevin Brazell

Depending on formatting: Run the GL Report and filter by the project. But that presents the data from an account perspective. There is also the Project Detail Report in the GL and it should present it by program then all accounts that have activity in that report.

Christina Imbriani

Hi Jon! There are a few different options for reporting on Project activity. One of my favorites is creating a Project Activity report from an Income Statement or Project Income Statement. These will give you a summary view of all activity specified by the date range and any other Filters you set.

For example: you can set a Filter by an account number segment and the Project or just a Project. Using an Income Statement presentation gives you the option to add multiples columns, with Filters and date range specifics.

The main difference between the Income Statement and Project Income Statement is that the Project IS will show beginning and ending balances, assuming your Projects have been set up to carry balances across fiscal years. Also note, that Filters for both reports can be set at the Report level and/or the column level.

A few months ago we hosted a two part series on Custom Reporting. We covered creating a Project Report, adding columns, date range and filters, etc.

Here are the links to watch each of the on-demand versions:

?Part 1: Get Advanced with your Reporting

?Part 2: Get Advanced with your Reporting

Good luck with your reporting! Let me know if you have any other questions! ?

Manny Garcia

The Statement of Activity is a great option (if you don't want to use the project detail report).