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. 





See also: