GL reporting by performance

Hi everyone - We have a performance that is using multiple GL's. Is there a canned report that will tell me how much money has gone into each GL? If there is not a report that can provide that specific of data, is there a report that comes to mind that can be manipulated in Excel? 

 

Thanks!

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  • Hi Steven,

    I can't think of a canned report that does exactly what you are looking for, but I would recommend Transactions by Posting.  It's in the Finance folder and gets into the nitty gritty of when and where money moves around.

    The report let's you filter by GL number but not by performance.  The report produces a lot of detail rows so it might be easier to work with if you save it to Excel and create a pivot table.  You can organize by GL number or GL description.  There is also a column called Bucket which, for tickets, is the name of the price map used.

    Hopefully between the GL and the price map you can narrow things down to your performance.  Good luck!

    Jared

Reply
  • Hi Steven,

    I can't think of a canned report that does exactly what you are looking for, but I would recommend Transactions by Posting.  It's in the Finance folder and gets into the nitty gritty of when and where money moves around.

    The report let's you filter by GL number but not by performance.  The report produces a lot of detail rows so it might be easier to work with if you save it to Excel and create a pivot table.  You can organize by GL number or GL description.  There is also a column called Bucket which, for tickets, is the name of the price map used.

    Hopefully between the GL and the price map you can narrow things down to your performance.  Good luck!

    Jared

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