Grouping and Filtering in Current Month Projected Cost

Current Month Projected Cost Overview

The Current Month Projected Cost report provides the total projected costs for the current month by accounts or services. This is done by looking at the trends and the historical costs over the last thirty days, the current month and projected costs for the month.

At the top right of the report, you can view the total projected cost for this month vs the cost for last month.

 

Groups and Filters

 

Field Description
Service Group the report by service and then filter by Service
Account Group the report by account.

 


Extended Filters

Policy - Select whether you want to see a consolidated or standalone policy.

In Show/Hide Fields, select the metrics to display in the report.

  • Last Month
  • Projected Cost
  • Month-to-date