Reports included in Axiom Capital Tracking
You have access to a number of standard capital tracking reports upon system delivery. You can access these reports in the Cap Track and Cap Track Admin task panes in the Capital Tracking Reports section.
Axiom Capital Tracking includes the following reports. These reports are available in a web-based or spreadsheet version.
- To run, save, and print any of the reports listed below as a web report, see Running a web report
- To run these reports as an Excel spreadsheet, including refreshing data, printing, and so on, see Working with spreadsheet reports
Capital Account Balances
Use this report to view a summary of actual dollars spent by capital account.
Capital Snapshot by Class
Use this report to view a tracking summary of capital projects by capital Class.
Capital Tracking PO Reconcile
Use this report to view the purchase order requests for your organization.
Carry Forward Cash Uses
Use this report to view a summary of capital carryforward dollars by year for approved capital projects.
Executive Summary
Use this report to create an executive summary for capital projects one request at a time.
Executive Summary with Financial Statement
Use this report to create an executive summary with detailed financial statements for individual capital projects.
NOTE: This is the only report not available in a web version.
Project by Vendor
Use this report to view a summary of committed and actual dollar amounts by vendor.
Project Data by Year
Use this report to view capital project tracking details for single transaction types, such as budget amounts, committed amounts, actual amounts, and so on.
Project Dollars by Year
Use this report to view a summary of capital dollars requested by year for a selection of capital projects.
Project Tracking
Use to view capital project tracking detail by month.
Purchase Request Status
Use to view a summary of purchase request details and status.