Reports for Core Finance Administrators

Access Reports:

  1. From HOME, select REPORTS tab
  2. From the drop down, select a report
  3. Select a start date
  4. Select an end date
  5. Select Run/refresh report
  6. Some reports will require you to select Export as a spreadsheet

Examples of Available Reports:

  • Overall Core Usage Report
  • IOC Invoice Summary Report
  • AR Invoice Tracking Report
  • Activity per Invoice
  • Invoice References to Tracked Invoices
  • Core Revenue by Resource by Month
  • Department Revenue Report

*If you do not have access to a listed report above OR wish to request a new report be created, please contact [email protected] with details.