Budget Group Income Summary

Disbursement Reports

Last Update: March 16th, 2023


Useful to see a summary of income in a given time period through budget groups for each payment type. Primarily used for transactions that are disbursed into more than one budget group.

  1. Go to the Reports tab of the lefthand navigation and select Finance Reports
  2. Under the Disbursement Reports box select Budget Group Income Summary Report
  3. Set the Start Date (Time) and End Date (Time) and any other filters
  4. Click Submit
  5. Click any one of the Totals number to view the the Budget Group Income Summary with Transaction details
  6. The Transaction Income Report(s) are exportable to PDF, XLS, XLSX, or CSV files