The Transactions Report function provides a summary of all resource-related transactions, facilitating financial oversight and auditing. The steps are as follows:
- Navigate to Job Projects > Resources > Report and then select the Transactions item. Sapphire one will display the Time Sheets Reports printer alert.
- Select the criteria for the report as listed below.
- Print Destination – From this drop down menu select from Printer through to Quick Report.
- Report Type – There are three options, One Line Transaction, to Project Time Sheet Detail.
- Report Sort Order – The user has options from by ID through to by Sequence Nº.
- Report Selection – This is a very important menu as the user has a selection of three drop down menus to select from.
- Checking – Check and review all of the options you have selected from the four menus above.
- Printing – Click on the blue Print button to view the Resource Transactions report.
For more detailed instructions, please refer to the Job Projects > Resources > Transactions Report article.