Financial and budgetary information for all projects can be viewed, organized, and analyzed on the Money page.
Create a Financial Report
You can find Money under the Data menu on any DevResults page. All project finances are displayed by default. Configure the report by using the options in the left-hand panel.
- The display section lets you choose how to slice, dice, and analyze your data.
- The filter section lets you choose a subset of your data to include.
Display
Use the Display section to decide how to arrange your data.
- Disaggregations: Choose how the data should be disaggregated. Arrange the disaggregations as rows/columns using the arrows next to each. Flip all the row/column selections with the arrow square in the top right.
- Display values: Decide which values to show ($ budgeted, $ deliverables, $ disbursed, $ expenses, $ obligated).
- Totals: Choose whether to show/hide each total.
Filter
Next use the Filter section to include data for only specific geographies, projects, statuses, mechanisms, tags, sectors, organizations, and user preferences.
By default, reports include data for all projects. To show data for just one project, you must filter the report to include only that project.
Save and Download
Save your report by clicking Save, giving it a title, and then clicking Save again. To find your saved reports, go to Data > Saved Reports.
Saving your report gives it a unique URL that you can give to anyone who has access to see that page. The URL contains an ID number, like yoursite.devresults.com/en/dash/viewdata/money?savedreportid=4142. A link without an ID will take someone to the Money page, but they won't see your report.
Click on Download to save an Excel copy of your report.
Didn't answer your question? Please email us at help@devresults.com.