Page 2 - GC Using the Reports Dashboard_eBook(SDL)
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Table of Contents
ABOUT THIS PARTICIPANT GUIDE ............................................................................. 5
COURSE INTRODUCTION ............................................................................................ 6
LESSON 1: INTRODUCTION TO REPORTING ............................................................. 8
Learning Objectives .................................................................................................. 8
Introduction ................................................................................................................ 8
The Reports Menu ..................................................................................................... 8
Roles and Reports ..................................................................................................... 9
Reports by Role ...................................................................................................... 9
Roles ..................................................................................................................... 10
Tour 1.1 – Reports Available By Role ................................................................. 10
Report Criteria Basics ............................................................................................. 11
Common Selection Criteria ................................................................................. 12
Check Your Understanding .................................................................................... 14
LESSON 2: REPORTS DASHBOARD ......................................................................... 15
Learning Objectives ................................................................................................ 15
Introduction .............................................................................................................. 15
Selecting Reports ................................................................................................. 16
Financial Reports ..................................................................................................... 16
Criteria Highlights ................................................................................................ 18
Activity 2.1 – Run an Income Statement Report ................................................ 18
Contract Reports ..................................................................................................... 19
Criteria Highlights ................................................................................................ 19
Tour 2.2 – Contract Brief ..................................................................................... 20
Additional Reports with Contracts as Search Criteria ...................................... 20
Tour 2.3 – Project Revenue & Funding Summary ............................................. 21
Project Accounting Reports ................................................................................... 21
Criteria Highlights ................................................................................................ 22
Tour 2.4 – Project Accounting Reports .............................................................. 23
Activity 2.5 – Run Project Accounting Report(s) ............................................... 24
Project Reports (Time & Expense Only) ................................................................ 25
Criteria Highlights ................................................................................................ 26
ABOUT THIS PARTICIPANT GUIDE
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