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How to: Cross-Project Reporting

Welcome to our guide on how to cross-project report in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

1. Select Accounting Reports

First, navigate to the + next to Accounting Reports under the Budget Tracking section in the left hand navigation menu.

Select Accounting Reports

2. Select Report Category and Report Type

Next, select the Report Category and Report Type. Reports available for cross-project will be listed in parentheses.

Select Report Category and Report Type

3. Select Projects for Cross-Project Reporting

Now, select the projects to include in your cross-project report.

Select Projects for Cross-Project Reporting

4. Select Other Filter Parameters

Then, select any other filter parameters needed for the report.

Select Other Filter Parameters

5. Queue the Report for Processing

Now, click Queue Report to submit your report request and begin the generation process within GreenSlate.

Queue the Report for Processing

6. Open Reports Monitor

Next, click View Reports Monitor to track the status of your queued reports.

Open Reports Monitor

7. Export or Delete Report

Finally, click Actions to download the report as a PDF, Excel or CSV file if available. Or delete it if no longer needed.

Export or Delete Report

That's it. You have successfully run a cross-project report in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.

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