You can review all jobs raised within a specific financial period by downloading an output file from Access Maintain and filtering the data in Excel. This helps you focus on the orders and dates relevant to your reporting needs.
Export the output file
Follow the steps below to download the periodic report from Access Maintain.
From the Finance area, select the financial period you want to review.
Click the Committed/Approved file.
Click the Export
icon.
Filter the data in Excel
Follow the steps below to filter the exported file and focus on the data you need.
Open the downloaded file in Excel.
Highlight all rows and columns.
In the Excel toolbar, click Sort and Filter and select Filter.
Use the drop-down in the Order Date column (column J) to select the dates you want to include.
Use the drop-down in the Order Type column (column N) to filter by order type.