How to Print a Cost Report

The Cost Report compares the budget against production expenditures. These are the steps for printing a cost report to pdf.

1) From the Left Panel, navigate to Reports > Cost Reporting

2) In Report Options, select the applicable budget or leave the default budget selected if there is only one budget

3) Select the applicable Date Option. When using Period, select a start and end period. You can also report by Effective Date, Posting Date, or All Dates to capture costs within a specified date range.

Protip:  Every transaction gets tagged with a Period Number, Effective Date, and Posting Date. The date selection you choose will determine what activity shows up on the report. 

4) Select the desired Report and Display Options and pdf format

Protip: Additional reports are available when selecting the drop down under PDF Format. Click Save Settings to save custom settings when generating reports.

5) Select additional filters as applicable (ex. Series, Location, Set or Free Field)

Protip: To display series, location or set in separate lines, use Separate By. 

 

6) Reports can also be filtered by an Account Range, specific Accounts, or Account Type such as ATL, BTL or Post

7) On multi-currency projects, select the applicable conversion to apply to the report

8) Next, Click Print in top right and select Detail, Summary, or Both

9) The report will open in the Viewer tab. In top right, click the print icon to send the report to your printer or pdf or click the downward arrow to download the report to your computer.  

 

Questions? Need more help?

Please email support at [e-mail] or call 800-985-9238 M-F 7am-6pm (PST). If it's outside our business hours, we will get back to you as soon as we can.