What do the report options on the summary report do?
The report options will be the same regardless of what organization is selected; however, the report may look different. The reports differ for GPR Funds and non-GPR funds. The report options allow the user to select the following options: Project Option: Select Both Project and Department, Only Project or Only Department. If the organization does not have transactions both with and without Project IDs, this option will not be selectable. Accounting Period: Select the accounting periods to view in the summary report. If Only Project is selected, the default will be Inception to Date; otherwise, the default is Year To Date. The Click for advanced version link will allow selecting specific periods or quarters. Account Tree: Select the Account Tree used to build the summary report. The Account Trees are created in PeopleSoft and are copied over to WISDM. For more information on the trees available for your business unit, contact your WISDM administrator. Drilldown Level: Select the level
