The Performance Reporting Dashboard (PRD) includes a tabular report of Expenses by Category. The report shows each expense category and the cumulative totals of their Paid, Outstanding, Draft/Estimate, and Cancelled expenses during the Date Range of the report. Totals are provided for the sum of expenses in each Paid Status category, and a Grand Total is provided that sums all expenses total together.
The columns of the report adjust dynamically depending on the Paid Status of expenses within the Date Range of the report. Expenses are sorted in descending order of Paid totals.
The date range of the Expenses by Category report is controlled by the Date Range controller, and the associated From and To dates.
The Chart Periods and Paid Status controllers do not have any impact on this report.
Selecting [Custom] for the date range allows the user to specify a start to the reporting period in the From date, and an end to the reporting period in the To date. Click on the cell containing the From or To date, and use the calendar widget to select the desired date.
