Custom Report

The Custom Report prints just the part of the budget you describe. Examples:

• All cast in Vancouver
• Every line tagged VFX
• Crew smart groups in Prep and Shoot
• Everything for episodes 3 and 4

When someone asks "can you send me just the…", this is the report to use.

How the filters work

In step 1, choose Custom Report. The Report Criteria panel then lists filter groups. Each group only shows items that are actually used in your budget.

Group	Filters lines by
Accounts	Major and minor account
Rows	Cast Smart Groups, Crew Smart Groups and Vendor Smart Groups (ticked by default), plus All lines outside smart groups (unticked by default)
All Locations	Location
All Phases	Phase
Episodes	Episode (or Amort)
Company Units	Company unit
Tags	Tags and set tags
Day Types	Day type
Tracking	Lines with a value in the ticked tracking column
User Defined	Lines with a value in the ticked U1–U5 column

The rules for combining filters:

• Within a group, any match counts. If you tick Prep and Shoot under Phases, a line from either phase is included.
• Across groups, a line must match every group you've used. If you tick Vancouver under Locations and Shoot under Phases, you get only lines that are in Vancouver and in the Shoot phase.
• A group with nothing ticked doesn't filter anything.
• If you don't tick any accounts, all accounts are searched. So you can build a report from just a tag or a location, without picking accounts first.

caution

The Rows group starts with only the smart-group rows ticked. To include ordinary lines that aren't in a smart group, tick All lines outside smart groups. Otherwise they won't appear.

More options

• Include Transaction Types Lines in Report: limits the report to Labor, Purchases, Rentals, Allowances or Deposits lines. It works the same as the Location Report: the first four are on by default and Deposits is off.
• Report Sections: Include Project Metrics, Include Location Summary and Include Tax & Fringe Summary.
• Account Summary: adds a totals-only listing of the accounts in the report.
• Location Summary Options: Include Phases and Include Day Types.

Output

The report prints a Custom Report section with the matching accounts and lines, followed by the Account Summary if you selected it. It has no topsheet. Column and detail choices from Additional Options still apply.

tip

Check the Preview before you export. If it's empty, your filters are too narrow. The usual causes are two groups that no line matches together, or the Rows filter leaving out lines that aren't in a smart group.

Recipes

You want…	Tick
Cast costs only	Rows → Cast Smart Groups only
Everything tagged VFX	Rows → all four items; Tags → VFX
Episode 104's spend	Rows → all four items; Episodes → 104
Local crew for the Atlanta unit	Rows → Crew Smart Groups; Locations → Atlanta; Transaction Types → Labor only