FINANCIAL REPORTING

Improved financial reporting for projects

This idea came from you

New reporting features make it faster and easier to get financial information about your projects.

Details

When scheduling a report, you can now filter the report by project or project group. If you filter by project group, you can select Individual report to divide the report into separate sections for each project in the group.

Schedule Financial Report page showing the Filters section with the new Project Group field highlighted.

In the Financial Report Writer, the Project filter (on the Filters tab) has a new Run as individual reports option. If you filter by all projects or by a project group, you can select this option to divide the report into separate sections for each project.

Filters tab of the Financial Report Writer, with the new Run As Individual Reports option highlighted.

Generating individual reports for each project in a group works for project groups with up to 500 projects.

Requirements

Subscription General Ledger
Regional availability All regions
Permissions Financials: List, View, Add, Edit
Configuration The Project dimension must be enabled in the Configure General Ledger page (General Ledger > Setup > Configuration).