Matter Budget Analysis Report

In this article:

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

Brief Description  

This report provides a detailed look at supplier costs (actual vs. quoted) and income (actual vs. quoted).

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 one or more matters you want included in the report. 

Report Output

This report includes details about the matter organized in sections, like Income, Cost of Sales & Expense, and Net Income.