Generate a project detail report that displays transactions grouped by project, register class, or linked contacts.
Reports > Finance > Transactions: Project Detail
How do I generate a Project Detail report?
- Select the date range.
- Select the project(s) to include by moving them from the left to the right.
- Choose the grouping: by project, register class, or contact.
- Click Preview to generate the PDF report.
Frequently asked questions
What does the Project Detail report show? It displays all financial transactions linked to the selected project(s), including receipts, payments and journals, grouped by your chosen structure.
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