Purpose
This article covers the financial reporting options available within the Financial section of a project (see the standalone Reporting collection for broader, cross-functional reports).
Who Uses This
Project managers, executives, and finance stakeholders needing visibility into project costs.
How It Works
Financial reports summarize budget, actual spend, and forecasted totals — often broken down by Cost Category or time period.
Reports can typically be filtered by project, date range, or cost category, and exported for stakeholders outside SiteRise.
Best Practices
Run financial reports on a regular cadence (e.g., monthly) to stay ahead of variances.
Share exported reports with stakeholders who may not have direct SiteRise access.
Cross-reference financial reports with Forecasting to spot trends early.
Troubleshooting
If a report doesn't match what you see in Budget Tracking, confirm the date range and filters applied.