You can review all jobs raised within a specific financial period by downloading an output file from Access Maintain, then filtering the data in Excel. This helps you quickly focus on the orders and dates relevant to your reporting needs.
To export the output file, please follow the steps below:
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
Open the downloaded file in Excel.
Highlight all rows and columns.
Click Sort and Filter in the Excel toolbar.
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.
This allows you to refine the data and focus on the information needed for your reporting.