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Related source code reporting

Follow these steps to run a related source code report with the breakdown of the child source code and where the income is from.

Written by Cristiana Ghinea

Use the Source Summary Report to create a report that shows the main source code, its child source codes, and the income for each one.

The report also breaks down how much income comes directly from each source code and how much comes from its child source codes.

To do this:

  1. Click Finance, then Admin.

  2. Click Source Codes.

  3. Search for the source code and select it.

  4. Click Report, then Source Summary.

This will give you a report of the selected source code as well as any child source codes related to it.

📌 Note: This report is a SQL based report and cannot be edited.

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