How to create a costs report

Cost reports allow you to track how spending has been allocated across all of your provisions. To view a costs report, mouse over the Reports tab at the top of the page and select Costs from the drop down menu.

costs dropdown

Next, enter the time frame that you would like the report to cover and the breakdown you will use to categorise the results. You can break the results down even further by specifying optional secondary and tertiary breakdowns.

Once you are happy with the criteria you have chosen, click on one of the three buttons below to generate a report:

Display report: Clicking this option will display a table of the results below the form, along with a graphical representation of each results’ contribution towards the overall total cost.

Download report: Clicking on this option will generate a pdf copy of the results, that contains a table of the results and a graphical representation of each results’ contribution towards the overall total cost.

Export to Excel: Clicking on this option will send the results of the report to an Excel spreadsheet.