Finance Reports

Start Here

Click on the My Reports link in the Reporting section of the sidebar to access the Finance reports.


Please note: All reports are generated using ONLY completed service forms.

 

Finance Reports

There are three types of Finance reports:

Summary:

This report displays a summary of the information for one-to-one Financial Services that were completed in the time period selected.  See example of the report below

Services:

This report displays the services provided for one-to-one Financial Services that were completed in the time period selected.  See example of the report below

Outcomes:

This report displays all outcomes provided for one-to-one Financial Services that were completed in the time period selected.  See example of the report below

Filter Fields

The Filter Fields are basically the same for all of the reports. For a description of the fields, please click on Report Filter Fields.


An Executed Financial Summary Report

Financial Project Summary Report

 

An Executed Financial Services Report

 Financial Services Report

 Financial Project Summary Report page 2

 

An Executed Financial Outcomes Report

 Financial Outcomes Report

Article Details

Article ID:
104
Date added:
2017-02-07 17:24:00
Views:
160
Rating (Votes):
(161)

Related articles