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  3. How To: Accounting Reports

How to: Cross-Project Reporting

With GreenSlate, quickly and easily generate cross-project company reports.

Step 1: Click the "+" next to Accounting Reports under Budget Tracking.

Step 2: Select a report category and report type.


Note: only reports with "Cross Projects" in the title will have cross-project reporting capabilities. 


Step 3: Select the the projects you wish to query or select ALL.

Step 4: Complete any other filter parameters needed. 

Step 5: Click QUEUE REPORT.

Step 6: View your report from the the Accounting Reports area, under Budget Tracking. In the "Actions" dropdown, you'll see the file type options for downloading.