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- Success Hub
- Reports
- Built-In Reports
Cost Trends By Category Report
The Cost Trends by Category report provides a visual of cost over time for each category within a categorization.
Report Overview
The Cost Trends By Category report functions similarly to the All Milestones chart on the Dashboard. The Estimate (dotted black line), Running Total (solid black line), and Budget (blue line) are represented in each chart, with the Running Total, Gap, and Budget summarized at the top. You can select any categorization in the project by dropping down the category selection in the upper right-hand corner.
Tip: Selecting categories that are consistently used throughout all Milestone Estimates, Budgets, and Items will result in the best visuals.
Accessing the Cost Trends By Category Report
The Cost Trends By Category report can be accessed from two locations:
- From the Built-In Reports section of the Reports tab, click the Go button
- From the Export button on the Dashboard tab select Category Trends Breakdown
