Allocation Management Reports

To access these reports, go to Reports > Allocation Management

Allocation Management provides several reporting tools that allow you to manage and track your organization's allocation codes and calculations. Pre-allocation reports are available to help you review and fine tune allocations before they are posted to the General Ledger. The system provides several pre-generated report selections, along with the option to customize reports.

Note: For best performance, we recommend exporting no more than 8 reports at a time.

 

Select a report below to view its details.