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