Reports Overview

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Reports Overview

You can generate system-wide reports by navigating to Reporting in the left navigation menu. From this menu, you can build OU reports, project reports, user reports, account reports, billing source reports, and funding source reports.

You can also view reports on individual resources by selecting the appropriate tabs on their details page. For example, to view the spend report for a project, navigate to Projects > All Projects, click on the project, select Financials, and click the Spend Reports button.

Watch this demonstration to see reporting in action.

For information on each of the available reports, see the following articles.

 

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