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Execution Report

The Execution report displays a summary of budget amounts allocated per year to each company, together with corresponding expenses and remaining unspent amounts.

The reports only show information for submissions to which the user has access, based on their assigned authorization profile. Users can only see the reports that they generate themselves, and cannot see the reports generated by other users. Note that the report cannot be generated if there are more than 10,000 items.

The generated files use the appropriate number format based on the user's local settings. If the number format does not match your local computer settings, your Excel Advanced Options may be set up to use different number separators.

To generate the report:

Click Main Menu > Reports.
Set the filters for the report. The following list contains the comprehensive list filter fields available.
- Reports: Select type of report to generate.
- Lease Area: List of all of the Lease Areas available.
- Business Unit: List of all of the business units in the selected Lease Area.
- Company: List of all of the company codes available in the selected Lease Area and System.
- Lease Department: List of all of the lease departments available in the selected company.
- Currency: Select the currency or the type of exchange rate in which the report should be generated. Note that if the selected exchange rate is not available for a certain submission, the generated report will display zero amounts for that submission.
- Archived: Select whether the report should include archived submissions.
- Start Year and End Year: Select the required year range for the report The report displays submissions with a starting Year that falls within the year range selected. Note that this filter does not consider the year start and end fields on the General Info card, nor does it consider year distributions.
- Status: Select whether the report should include submissions in specific statuses, or all applicable statuses.
- Submission ID: Open field for users to enter comma-separated Submission IDs, if required. If the field is empty, the application returns all submissions that match the other filter fields.
  Note: Only three Submission IDs are displayed in the filter section of the generated report (even if more were entered), however the report returns data for all entered IDs.
- Investment Type: List of the available Investment Types.
Note: If the fields do not show any options, it means that there are no valid options based on the other filters set.
The Additional Options section contains a series of options that determines the additional columns displayed in the report.
- Year Distribution Start and Year Distribution End: Select the required year distribution range for the report. The report displays columns for year distribution amounts within the range selected. Note that if a submission amount is not year distributed, the full amount will be displayed in the year distribution column that corresponds to the Year of the submission.
  Note: The total amount columns in the report always refer to the total submission amount (and are not necessarily the sum of what is displayed in the year distribution columns). If you have not selected all of a submission's distributed years in this field, the amounts in the year distribution columns may not sum up to the submission totals.
- Include Additional Fields: If additional fields are configured, this field determines whether columns for those informational fields are included in the report.
If required, click Save Filter to save the current filter settings.
- To use a previously saved filter, click Select Saved Filter and select the required filter.
  - To delete a saved filter, click next to the filter name.
- You can have a maximum of 10 saved filters at one time, after which the saved filters roll over.
Optionally, click Reset Filter to clear the filters selected on the page.
Click Generate. Wait for the report to be generated in the section below.
- To refresh the reports displayed on the page, click .
To view and export the report, click on the required report.
- To delete the report, click on the required report.
If required, click at the top of the reports section to delete all reports that you have previously generated. Note that you can have a maximum of 10 generated reports displayed on the page at one time.