Project Summary report help needed

Jill Knowland
Jill Knowland
Second Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I am trying to create a report that has the projects down the left side (I can do this in the income statement by summarizing projects, no problem), but then has the Beginning Net Assets, Revenue, Expense, Ending net assets as columns.

I can get the revenue and expense to work, and add in a formula for revenue less expense, but I cannot get the beginning balance to work. The closest I get is check the box to show beginning and ending change in net assets, but that creates report sections, not columns.

I saw it created in a learning video, but they didn't actually show the column formula they used.

Can anyone help with the column parameters that will bring in Beginning balance, revenue, expense, ending balance, all in summary by project (one row for each project)?

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Jill Knowland I would start with the Custom Management Report. It's first column actually shows the project ID's. It does all the columns you're looking for by default and you are still allowed to add / edit columns as well.

  • Ayn Faubert
    Ayn Faubert
    Eighth Anniversary Name Dropper Facilitator 1 Loyalty Badge

    @Kevin Brazell
    Where do I find the Custom Management Report in FENXT? I would like to combine some projects together to get a summarized total and other projects are stand-alone. is that possible?

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