Project Register Report

The Project Register report allows you to print transactions associated with projects within a specified period range.

Filters

1. Complete the following filters as needed.

• • Projects: Select which (or all) projects you wish to print. 
  • Date: Select the time frame from which you want to view project transactions. Additional date filters may appear depending on what option you choose.

• • • Period - Select the period range within which you want to print project transactions.
    • to - Choose All Periods in both drop-down lists to print all transactions within the current year.
    • Include All Companies

Options

1. Complete the following options as needed.

• • Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
  • Banded Rows?
  • Sort By
    • Journal Date
    • Account #
  • Print Account Summary Only - Available If sorting by Account #. 
  • Print Blank Line Between Detail Lines
  • Show Max Total? - Displays the Max Total field from the project, the total of all entries entered against it, and the Difference.

Because using a project on income, liability, or capital account activity is considered a credit, these amounts increase the available Max Total. Using a project on expenses or assets is considered a debit and therefore decreases the available Max Total. The Difference is the Max Total minus all journal activity towards the project.

The report includes the following columns for each transaction when not printing in summary format:

• Date
• Journal
• Account #: This column displays all levels along with the account number (e.g., 0-0-50830).
• Amount
• Description
• Period

At the bottom of the report the Total journal entries and GL Account Summary are displayed.

Report

1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed. 
2. The report includes the following columns for each transaction when not printing in summary format.

• • Date
  • Journal
  • Account #: This column displays all levels along with the account number (e.g., 0-0-50830).
  • Amount
  • Description
  • Period

3. Click the Close Report button to return to the dashboard.

Updated February 27, 2025 20:35