Reports for Core Finance Administrators
Access Reports:
- From HOME, select REPORTS tab
- From the drop down, select a report
- Select a start date
- Select an end date
- Select Run/refresh report
- 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.