Reporting

1 votes

Rolling 13 Month Summary by Period, Department & Program. Currently, this report is available, however, the account number, department and program are all in the same column. It would be very helpful and beneficial to have the account, department, and program on separate columns. This would save hours of modifying this report in order to be able to use it.

Reviewed: Need Further Info Suggested by: Trina Cortez (21 Oct) • Upvoted: 21 Oct • Comments: 3

Comments: 3

31 Oct
John Michael Admin
Hi Trina,
Thank you for the suggestion. Can you provide a little more information here for us? What report are you currently working with and what totals are you attempting to derive?

Thank you!
MIP Team
01 Nov
Trina Cortez
Hi,
Thank you for getting back to me. The Report is in the Financials Statements/Statement of Revenues and Expenditures by Period. Below is a screen shot of the report. As you can see the Account - 40900, Department - 100, and Program - 6840 are all on Column B. It would be so beneficial to get this on separate columns. I was not able to copy screen shot, but I will respond to the email with the screen shot.

Kind regards,
Trina
07 Nov
John Michael Admin
Hi Trina,
Thanks for the clarification. We currently don't have this in the financial statement reports, however you might want to try using DrillPoint which can accommodate what you are looking for. If you don't currently have the DrillPoint module, please reach out to your acct. mgr. for more information.

Best,
The MIP Team