Consolidated Budget Analysis Report

In this article:

• Brief Description  
• Use Cases 
• Finding and Using the Report
• Available Filters
• Report Output

Brief Description  

This report shows how much of the work ordered from your business and the work that you've quoted for has been actualized into revenue.

Use Cases 

This report can highlight problem areas in your business where work being ordered may not be completed, or the quoting in a particular area may not have a high acceptance rate. It is useful if you use quotes, orders, and invoices (for example, for a construction company).

Finding and Using the Report

• In Actionstep, go to Reports > Matter Reports > Matter Financial.

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters

• Matter: Select the matters you want included in the report. You can enter text or the matter ID as your search term.   
• Matter Types and Steps: Select the matter type and any subsequent workflow steps you want considered in the report. You can select only one matter type at a time.    
• Matters Created from/to: Enter a date range.   
• Sale/Purchase Date from/to: Enter the date range.   
• Expected Shipping Date from/to: Enter a date range.   
• Matter Participants / Participant: Select the participant type you want considered in the report, then enter the name of a participant.   
• Include Drafts: Select to include draft invoices.
• Matter Status: Choose whether to include matters that are Active, Inactive, or Closed. You can also choose to include All matters.    
• Display: Choose the type of data you want included in the report. Your options include Only records with data and All records. 
• View Type: Choose the format for report. The report will be saved and downloaded to the selected file format.    

Report Output

This report creates a PDF that shows a breakdown of Income, Cost of Sales, and Matter Margin Contribution.