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Financial Entries by Category

This report shows a comparison of forecasts and actuals by category across projects. For example, see a line chart showing total Forecast Amount and total Actuals Amount by Category, for all projects in a portfolio:

Fin Entries by Category.png

Design View Selection Comments
General

Topic: Financial Entry

Type: Line

Title: <enter a meaningful title>

 

Other report Types that work well include Area: Basic, Bar: Basic, Column: Basic, and Spiderweb.

If the selected data fields do not overlap, then the Area: Stacked, Bar: Stacked, and Column: Stacked may also be of interest.

Data

Bottom Axis: Category (or other meaningful field)

Left Axis: <up to 10 fields that do not have contoured data, such as Forecast Amount and Actuals Amount, and so on>

 

Display Set desired Display options.  
Variable Settings

Scope: Portfolio

Filters: optionally include a financial entry filter

 

Selecting the Portfolio Scope will cause this report to be available on Portfolio Report grids so it can be run for associated portfolios. You can select other Scope options if you want this report to be show in other entity grids as well.

As needed, you can also include Filters.

If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.