Report Description: 

The Account Budget Details report allows users to view what expenses have been accrued per Account record. These results will be show over the chosen date range in the report.

 

 

Report Fields:

• Account
• Account Description
• Account Total
• Cost
• Date
• Part Description
• Part ID
• PO ID
• Quantity
• Transaction Type
• Unit Cost

 

The "Edit Filter" option will allow users to further filter the report's results using a search filter. Reference this article to learn how to create and save search filters.

 

 

Example Reports:

• This report can be used to view the Cost accrued on each MVP One Account record.
• The Date Range option will alter the period of time that this Report analyzes. Therefore this report can be viewed on a yearly or monthly basis.

 

How to Set Up Report:

1. Select the Account Budget Details Template.
2. Select the fields to include in the report by selecting them in Columns. 
3. Select Edit Parameters to alter the Date Range of the report.
4. Select Edit Filter to filter the report results. For example to exclude an Account from the results use (Account - does not contain - "Account Name").