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New Spending Interface Reports

The New Spending Interface has a suite of new reports to offer!

To view the new reports go REPORT> VIEW REPORTS> SPENDING

Estimated Spending Report (with Column Grouping and Drill Down)

You have the ability to change which columns and spending rules display by using these drop downs at the top:

Flagged Funds will display at the top.  A fund will be flagged if:

- Negative Distribution

- Estimated Net Distribution will bring fund below 0 if entering distributions as of current posting period

- Fund has no Market Value as of prior period

By clicking the numbers in blue text you can drill down to display the math behind them:

 

Estimated Spending Report (with Column Grouping)

 
 
Flagged Funds will display at the top.  A fund will be flagged if:
- Negative Distribution
- Estimated Net Distribution will bring fund below 0 if entering distributions as of current posting period
- Fund has no Market Value as of prior period
 

Spending Allocation Report for Osher Life Long Learning

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