Creating Financial Manager Reports

You can create reports for your Financial Manager projects to visualize the current or future state of your projects' costs and revenue.

When you generate a Financial Manager report, you are creating a static snapshot of your costs or revenue at the time the report runs. If you want to re-run or update the report, open the report and regenerate it.

Before You Begin

• If you want to run Actual Revenue or Planned Revenue reports, the project must be configured to track revenue.

• We recommend syncing your projects before running a report to ensure that all tasks have been accounted for.

• If you want to run a report on a portfolio, you must be able to edit all projects included in the portfolio.

Currency

While a portfolio can include mixed currencies, mixed currencies are not converted to a single currency. If some section of a report includes mixed currencies, the totals are not calculated for that section or the report.

Create a Report

1. Navigate to Financial Manager, and then click the Reports tab in the upper right.
   You can also navigate to Reports, click the Costs & Revenues tile, and then click Open Financial Manager.

2. Click + New Report to open the report generator.

   

3. Search for and select a project or portfolio.

4. Choose a Report Type. This is a dynamically generated field and shows the report types that are available for the selected project or portfolio. For example, you must have revenue tracking enabled to select any revenue report types.

   • If you select Actual Cost or Actual Revenue, the Timeframe field defaults to the actual period of the selected project or portfolio’s timeframe, inclusive of today.

   • If you select Planned Cost or Planned Revenue, the Timeframe field defaults to the entire project or portfolio’s timeframe.

5. Select a Timeframe to pull the data from. If you’re creating a report from a portfolio, you must manually enter the timeframe.

6. Click the Filter by box to display a list of filter options. Filtering information first can make it much faster to create a report because you don't have to load all the data first and then filter it.

   • You can filter by multiple filter categories. When multiple categories are selected, only items that apply to all categories are included in the report.

   • For each filter category, you can choose multiple items. When multiple items within a category are selected, worklogs that apply to any selected item are included in the report.

   • You can’t change the filter later. You must create a new report.

   • For more information, see Filtering Report Data.

7. Select a Breakdown Method to choose how to display your costs or revenue.

8. Click Create.

Your new report is created and automatically opens. You can only view the report in Financial Manager’s Report tab.

Regenerate reports

You can update the information in a report, which uses all currently available data and the same filters.

Update your project scope before regenerating a report to ensure you have the most up-to-date data.

1. Open your report.

2. Click the Regenerate report icon.

   

3. Confirm that you want to regenerate the report with the current filters.
   If you want to change the filters, you must create a new report.

Your report is generated again, and the generated date and time are updated.

Delete a Report

You can delete a report in the Financial Manager Reports tab by clicking … and then selecting Delete. This removes the report from the report tab. If you have shared the report, the links to the report don’t resolve, and the user is returned to the Reports tab.

You can also delete a report while viewing it.