How To: Accounting Reports
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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.