Reports for Deposit and Release Management

Reports for Deposit and Release Management

The following customizable reports for managing deposits and releases are able to be run from the Reports screen under the Project menu.
  1. Project Deposit Report
  2. Project Release Report
  3. Project Release Report (Adjustments Only)
  4. Schedule for ECDI Report
  5. Schedule for ECDI Report (Adjustments Only)
You are able to duplicate and customize these reports to suit your preferences.

ECDI schedules are also accessed on the Project Release screen using the paper icon. Clicking the paper icon will open or download the schedule.

A 'Proposed Project Release Report' is available, but can only be generated from the New Project Release screen during the process of adding a new project release.

To run a report on the Reports screen:
  1. Click on the name of the report in the Select a report list.
  2. Review the Report Settings underneath the list and change the settings (if applicable).
  3. Click Go to review the report on screen, or click Download to save the report to your computer.

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      Billing, Accounting Integrations, Admin Functions & Reports

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