Expense Summary Report (Sponsor-Level)
This report provides a high-level summary of the expense totals in each category for each sponsored site. A more detailed version of this report is the Sponsor Expense Detail Report, which includes individual expense line items in addition to category totals. A spreadsheet version of the Expense Summary Report is the Expense Summary by Center.
- Login as a Sponsor Admin user. This will take you to the main sponsor dashboard.
- Click on the green tab for Reports. This will take you to the page to select the report category.
- From the dropdown menu of report categories, select Financial Reports.
- Click on the hyperlink for the report called Sponsor Expense Detail Report. This will take you to the screen to make the report selections.
- On the report selections screen:
- Select the date range.
- Click the green Generate File button.
- Click “Download Report” and your web browser will download the file into the folder you designate.
