CHAPTER 7. REPORTSQuicken has a number of reports that can be generated, however, most of them are not relevant to Grant Tracker.
The Reports of greatest use for Grant Tracker are:
HOW TO PRODUCE A REPORT Under "Reports" on the Menu Bar: Select: "Own & Owe" for the "Net Worth Report". Select: "Spending" for the "Cash Flow Report" and "Itemized Categories Report".
CUSTOMIZE A REPORT Then click on the "Customize" button at the top left end of the screen. Under Report Dates, select "Custom Date" and change the dates to reflect the first and last dates of your grant year. Under Report Layout, Title, add the name of your grant to the title so that the report is easy to identify. Click on [Create].
MEMORIZE A REPORT If a report is to your liking, then "Memorize" it (button at the top left end of the screen). Then in the future, click on "Memorized Reports and Graphs" under Reports, and select the report that you want.
DELETE THE "Clr" COLUMN FROM REPORTS Since most users will NOT be using the Quicken reconciling feature, but will use the reconciling method recommended by Grant Tracker (see Chapter 3), you can delete the "Clr" column from your reports, and thus make the reports fit better on the screen and on printouts. Under Customize>Display>Show Columns, uncheck Clr. Then Memorize this change in your report format.
ADJUST THE COLUMN WIDTH OF REPORTS So that the reports will fit better on your screen and on printouts, you can resize individual columns by dragging the small diamond located to the right of a column heading. Then Memorize this change in your report format.
EXPORTING GRANT TRACKER REPORTS Under Help, select Onscreen Manual, then select Index. Under (1.) type in "export" (without the quotes), and the options will be displayed.
CASH FLOW REPORT by YEAR When Customized as described above, this report shows the total expenses by category and subcategory for the grant year.
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To find all of the expenses for a given month, select Cash Flow Report as described above, and change the dates, e.g., 2/1/97 and 2/28/97, and click on [Create]. You will need this information for Staff Benefits, and for Indirect Costs (see Chapter 3). From a Memorized Report, change the dates and click on "Update".
ITEMIZED CATEGORIES REPORT This report shows all of the individual entries into Grant Tracker, itemized by category.
![]() ![]() Note: Only a small portion of this Report is shown, and several columns have been omitted in order to fit it on the screen.
NET WORTH REPORT This report shows the balance projected to the end of the grant year, i.e., current expenses to-date, but ALL of the personnel charges for the FULL year, if you have entered the data correctly.
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NET WORTH REPORT by YEAR This report is a modification of the New Worth Report. From this report, under "Interval" at the top of the screen, select "Year", and click on "Update". The report will now ALSO show the amount of money in each category as shown on the award statement for your grant.
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