Viewing Financial Reports

By linking and soft linking order records to resource records, you can track costs associated with resources. Each financial report shows totals calculated from the order records that are linked and soft-linked to one resource. Reports display the total:

• number of orders and payments examined to create the report
• number of orders placed
• number of payments made
• amount due (if you select Invoice date)
• amount paid (if you select Paid date)

To view a financial report, follow these steps:

1. Choose Catalog ERM from the Function list.
2. Retrieve a resource record.
3. Choose the Financial tab on the resource record.
4. Choose which date field the system uses to determine if the record's data falls within the date range of the report.
   • To base the report's date range on the date orders were paid, choose Paid date.
   • To base the report's date range on the date orders were invoiced, choose Invoice date.
5. Enter a date range for the report using the Start date and End date text boxes, using the MM-DD-YYYY format.
6. Choose Create Report.
   
   The financial report displays.