If you need to gather Planned Costs by Activity Type to fill into another form/program, you can get those answers directly from the Reporting - All Activities page.
- Create an Opening Filter on Disturbance = Done
- If you only want to report Activity Costs on Openings that were Harvested within the last 5 years, add a Completed Date range to further isolate openings that meet that criteria.
By setting this Opening Filter - you are isolating the Openings that you want to run the All Activities report on.
Now, you can go to the Reporting Menu - All Activities and get your cost answers there:
Example: Planting Costs over the next 5 years:
Filter: Type = PLANTING, Status = Plan, Target - enter your 5 year date range - Scroll over to the Planned Costs Column and down to see the Total costs
Example: Survey Costs over the next 5 years:
Filter: Type = SURVEY, Status = Plan, Target - enter your 5 year date range - Scroll over to the Planned Costs Column and down to see the Total costs
Detailed Excel Report
If you are looking to create an Excel report similar to below, see the instructions below for guidance:
- Create an Opening Filter as described in example above
- Reporting - All Activities
- Set filter - Status = 'Plan'
- Set filter - Target Date in the range you are looking for
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Click the Report button.
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In Excel:
Filter for Type = Disturbance and remove these records
Create a "Year" column and use the formula to get the year =Year(Target)
Insert a Pivot Table & Select Type, Year, & Total Planned Cost
Put Year in columns