Disbursement Summary Report

Disbursement Reports

Last Update: September 15th, 2021


General summary of total income for each budget group for a selected period of time by transaction date, can select payment type. Can be used to see what the total income for each budget group is for a certain period of time like a week or month.

  1. Go to the Reports tab of the lefthand navigation and select Finance Reports.
  2. Under the Disbursement Reports box select Disbursement Summary Report.
  3. Set the Start Date (Time) and End Date (Time) and payment filter, if desired.
  4. Click Submit.
  5. Click any one of the Totals number to view the Budget Line Item breakdown. 
  6. Clicking on that total number, in this view, reveals a report of each item(s) totals within the budget group for that payment type.