How to run a Revenue Projection Report
- Go to the Analysis Reports page.
- Using the Navigator Bar, select Reports → Analysis.
-or- - Using the Reports Card, select Analysis.
- Using the Navigator Bar, select Reports → Analysis.
- Select the Revenu Projection report.
- Select the fund or funds on which you wish to report. Then, click Analysis Filters in the center top of the screen or click Next in the lower-left corner of the page to display the Analysis Filters page.
- On the Analysis Filters screen: select from each of the filters then click Report Filters in the upper right or Next.
- Select the Family Registration status: Both, Yes, No
- Select the Family Workgroup if this applies, or leave it blank to select all.
- Select one or more Family Groups.
- On the Report Filters page, fill out each field to narrow down the results to the records that you would like to analyze.
- When ready, click the Run Report link at the bottom left.
- When ready, click the Run Report link at the bottom left.
- Select between PDF and Excel for the report output.
Image of the PDF version
Image of the Excel Version
Updated
