Generate a project detail report that displays transactions grouped by project, register class, or linked contacts. This helps you analyze financial activity by organizational structure.

Reports > Finance > Transactions: Project Detail

How do I generate a project detail report

1. Choose whether to display all transactions or only those from a specific period.

2. Select the output format: PDF or Excel.

3. Choose the grouping level: by transaction, register class, or linked learners/other contacts/other debtors.

4. If you selected Register Class, your project list will change to a list of register classes.

5. Select the project or register class from the left panel and move it to the right panel.

6. Click Preview to generate the report in your chosen format.

Frequently asked questions

Can I generate reports for multiple projects at once?

Yes. Select multiple projects on the left panel and move them to the right panel before clicking Preview.

What is the difference between grouping by project and register class?

Grouping by project shows transactions per project. Grouping by register class organizes the same data by classroom instead.

Can I export the report to Excel?

Yes. Select Excel as your output format and the report will be generated in spreadsheet format for further analysis.

How do I filter by date range?

Choose the specific period option and select your start and end dates before generating the report.