To view the Report by Item navigate to Reports Reports by Item.
1. Choose the organization/customer for which you want to see the report. You can also filter the report for a specific budget year, funding source, or project.
2. Items have descriptions. You can opt to show all descriptions, hide all descriptions, or show/hide individual descriptions. The default is to hide the descriptions
3. If you select the print icon (
) you can export the report to PDF. If you have item descriptions shown they will also print. If they are hidden, they will not.
4. If you click the save icon (
) the Item Report will export to Excel for you to be able to easily modify your budgets. Note that any changes to your plan done in Excel will need to manually be entered into ML Plan using the Admin tools.
Example of a PDF version of the Report
Note: The Grand Total will be listed at the top of the report.
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