Follow the steps below to run the Forecasting Funding Report:
Navigate to TimeXpress Administration (TimeXpress > Administration).
Select Forecasting Funding Report from the left-navigation panel. The Forecasting Funding Report screen appears as shown below:
Select options to configure the report. These are described in the following table:
Option | Description |
|---|---|
Select Month and Year | Use the From Month/Year and To Month/Year dropdowns to set the date range for running the report. |
Contract | Use the dropdown to select one Contract to include in the report. |
Tasks | Select Tasks to include in the report by moving them into the Selected Tasks field. |
SubTasks | Select SubTasks to include in the report by moving them into the Selected Subtasks field. |
Suppress decimals and round off to integer | Select this checkbox to round off numbers returned in the report to the nearest integer. |
all options are configured, click Generate Report to view the report output.
On the Forecasting & Funding Report screen, click Print Report to print the report output or Export to download it in one of the available file formats.