Funding Source Reports

You can generate reports on funding sources by navigating to Reporting & Financials > Reporting > Reports by Item Type > Funding Sources.

Total Funding Source Usage

The Total Funding Source Usage report creates a .CSV with usage metrics for the total funding period of each selected funding source, including total funds, spent, planned, available, available to allocate, and utilization percentage.

Usage Report

The usage report (Total Funding Source Usage - By Project) creates a .CSV detailing which projects used funds from the selected funding sources, planned spend, actual spend, and usage percentage.

Monthly Funding Source Usage - By Account

Select a date range and one or more funding sources to generate a monthly report of spend by funding source, project, account, and cloud provider. The results are shown in a table, and you can export them as a .zip file containing a .CSV.