Reports > Client Activity
What does this report do/show?
This report shows an analysis of expenditure on different budget codes by client organisations/contacts.
In includes job number, job title and expenditure for each budget code and client contact. Client organisation is also included.
The information can be grouped by either contact or by budget code. Both groupings display the same information; only the layout is changed.
Filters/options:
- Client organisation/department/section
- Client contact
- Budget/cost code
- Group by
- Contact – view all different budget codes used by each contact.
- Cost Code – view which contacts used each budget code.
- Expenditure type
- Actual Expenditure – includes costs that are Approved and Paid.
- Projected Expenditure – includes costs that are Approved but not yet paid.