When viewing either built-in, shared of private view in a process the Reports menu has various options that can be helpful to quickly Total the money columns or see actions.
Actions: showing all actions for the view.
- Column totals: Totals money columns in view.
- Column totals by month: Totals money columns in view using the first date column as a starting point to calculate the month totals.
- Column totals by quarter: Totals money columns in view using the first date column as a starting point to calculate the quarterly totals.
Summary: Summarizes data of fields in the process.
Table field sums: sums up data in table fields.
Commitments: shows commitments of staff users.
Commitments to other processes: shows commitments to other processes.