Report, Export and Share


Report Overview

Image of Reports screen with areas numbered

1. Reports Tab

Navigate to the 'Reports' screen by clicking on the tab.

2. Reports Sidebar

The left hand side contains a sidebar of all available reports.

3. Selection Indicator

The selection indicator highlights the report for which the settings are displayed.

4. Settings

This section shows all of the settings available for the report.

5. Print Preview

Click this button to preview the report and adjust browser print settings prior to printing.

A. Cash Flow Report

The 'Cash Flow' report displays monthly activity and cash balance status. Dispalyed categories are modeled after the SACS cash flow report. However, the report is four pages in length per fiscal year to allow additional spacing to make it more readable.

The first two pages focus on the receipts and disbursements sections. The second two pages focus on the balance sheet items. The monthly net increase/decrease and ending cash balances are displayed on all pages.

The first and third pages of each fiscal year displays the months July through February, while the second and fourth pages of each fiscal year displays March through June, accruals, adjustments, total and variance.

This report prints in landscape. Reports do not automatically display page numbers. Page numbers may be turned on or off within your browser.

Settings

Number of Fiscal Years to Display

Select the number of fiscal years to display.

Option Description Print Length
1 Display only the base year 4 pages
2 Display the base year and year 2 8 pages
3 Display the base year and years 2 through 3 12 pages
4 Display the base year and years 2 through 4 (only available for projections that are 4 or 5 years in length) 16 pages
5 Display the base year and years 2 through 5 (only available for projections that are 5 years in length) 20 pages

Text Size

Select the desired text size for the printed report.

Option Description
Default Standard font size (7 point size)
Increased Increases the font size by rounding display values to nearest whole dollar. (8 point size)

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Export Overview

Export any single year of the cash flow projection into Excel to create customized graphs and charts for presentation.

B. Cash Flow Export

Select the projected fiscal year from the display toggle and click the 'Export' link to the right of the toggle.

Option Description
None There are no options for this export.

Share

Image of tab location to access the Share screen

1. Share Tab

Navigate to the 'Share' screen by clicking on the tab.

For more requirements and instructions on how to share a projection, see [/GettingStarted/Dashboard/#share-a-projection].