Modify the Unallocated Project Amounts Report

To modify the Unallocated Project Amounts report:

1. In the Home window, open the Report Centre. Select Projects and then Unallocated Project Amounts. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Select the fiscal year you want to display.
4. Enter Start and Finish dates for the report.
5. Select Show transactions with partially allocated lines or Show transactions with unallocated lines. You can also select both options.
6. Select the types of transactions you want to include in the report. Click Select All to report on all transactions in the list.
7. (Optional) Customize the:
   • Columns that appear in the report
   • Way your customers are sorted
   • Results using filters
   • Print Settings
   • Font Settings
8. (Optional) Save the report as a template in My Reports.
9. Click OK to display the report.

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