Modify a Project Allocation Report

Turn on the Projects feature

1. In the Home window, open the Report Centre. Select Projects and then Project Allocation Summary. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Enter the Start and Finish dates for the report.
4. (Optional) Select Include inactive projects.
5. Select the projects you want to include in the report. Click Select All to report on all projects.
6. (Optional) Select Include inactive accounts.
7. Select the accounts you want to include in the report. Click Select All to report on all accounts associated with a project.
8. (Optional) Select Show Departments. Click Select Departments. (Premium)
9. (Optional) Customize the:
   • Columns that appear in the report
   • Print Settings
   • Font Settings
10. (Optional) Save the report as a template in My Reports.
11. Click OK to display the report.

1. In the Home window, open the Report Centre. Select Projects and then Project Income Detail. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Enter the Start and Finish dates for the report.
4. (Optional) Select Include inactive projects.
5. Select the projects you want to include in the report. Click Select All to report on all projects.
6. (Optional) Select Include inactive accounts.
7. Select the accounts you want to include in the report. Click Select All to report on all accounts associated with a project.
8. (Optional) Select Corrections to include adjusted or reversed transactions in the report.
9. (Optional) Select Show Departments and click Select Departments. (Premium)
10. (Optional) Customize the:
    • Columns that appear in the report
    • Way your customers are sorted
    • Results using filters
    • Print Settings
    • Font Settings
11. (Optional) Save the report as a template in My Reports.
12. Click OK to display the report.