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Access Buckets data by Description-Dimension-Periods Report

6 views 0 June 24, 2021 kbadmin

You can access the Buckets data by Description-Dimension-Periods report by clicking the Buckets data by Description-Dimension-Periods link as depicted in the following figure:

Upon clicking this link, following prompt is displayed:

This prompt displays Select Year field to select the corresponding value. By default this field is filled with the value ALL.

You can enter a value in the Select Year field and click  icon to select the required value from the Lookup window.

Click  button. The search operation is performed using the entered Year and the report is generated. A sample report is displayed in the following diagram:

The report header displays the Year and Payee Name.

The contents of the report are the following:

Column Name Description
Payee Displays the name of the payee.
Period Displays the period of transaction.
Value Displays the value.
Projected Value Displays the projected future value.
Total Value Displays the total value.

 

You can click  button to export the report data to an excel sheet.

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