---
title: "EFC history report (PAS)"
slug: "efc-history-report-pas"
updated: 2026-07-07T19:15:16Z
published: 2026-07-07T19:15:16Z
canonical: "help.wrapbook.com/efc-history-report-pas"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# EFC history report (PAS)

## Overview

The *EFC history report* is an audit trail displaying all project estimated final cost changes, per period, for each account.

This comprehensive audit trail documents your production's financial journey, providing:

- A complete historical record of every EFC change
- The reasoning behind each adjustment for full accountability
- Pattern analysis to improve estimation accuracy over time
- Valuable insights to enhance budget planning for future productions

## How to create an EFC history report

In order to create an EFC history report, Wrapbook’s [Production Accounting Suite](https://help.wrapbook.com/docs/about-production-accounting) must be enabled.

Once PAS is enabled, you can begin creating your report by going to the *Generate an EFC history report* page:

1. In the left-side navigation, click the dropdown menu
2. In the dropdown menu, select the name of the project that you want to access the EFC history report for
3. In the left-side navigation, expand the *ACCOUNTING* menu, and click **Accounting reports**
4. On the *Accounting reports* dashboard, click the **Create report** button next to *EFC history report*

![EFC history report generation interface with budget and report settings options displayed.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Screenshot 2026-03-30 at 2.47.59 PM 1 (1).png)

*Screenshot of the Generate an EFC history report page*

### What do you want to see in this report?

On the *Generate an EFC history report* page, under *What do you want to see in this report?*, you can use simple conversational language to describe what data you want to include in the report.

**Here’s how it works**

- Under What do you want to see in this report? type a description of the data you want to show in the report
- For example: *Show me all construction accounts that had a variance during the project*

![Interface for generating an EFC history report with account filter options.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-03-30T145143.068.png)

*Type a description of the information that you want to see in the report*

### EFC history report manual filters

You can also click on any of the filter fields listed to apply to the report.

****Click the arrow** to see the full list of manual filters available for *EFC history reports***

| **Filter** | **Description** |
| --- | --- |
| ***Budget*** | The budget that you want to run the report for |
| ***Selected period*** | The timeframe for the report |
| ***ACCT range*** | The range of ACCT #s from the COA to be included in the report |
| ***Specific accounts*** | The specific accounts to be included in the report |
| ***Variance amount range*** | The range in dollar amount that you want to see report data for |

![Budget management interface displaying selected period and account details for filtering.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-08-15T100014.413.png)

*Screenshot of the manual filters available for the EFC history report page*

### EFC history report settings

In the *Report settings* section, you’ll have the option to configure the report in the following ways:

- *Report Name -* Click the enter a name for the report
- *How should the EFC variance be displayed?* - Your options are *(Under)/Over* or *Under/(Over)*
- *Show $0 EFC variance rows -* Click the enable
- Show $0 accounts - Click the enable
- *Period order within each account* - Click the select *Ascending* or *Descending*
- *Show cents -* If you want your report amounts to include cents, click to enable this option
- *Thousands separator -* If you want to display a thousands separator on your report amounts, click to enable this option
- *Export format (PDF or CSV)*
- *Page size (Letter, Legal, Ledger/RA3 or 2x Ledger/RA2)*

**Customize**

Under *Report columns*, you can click the **Customize** button to the following columns:

- *Account*
- *Description*
- *Period*
- *Total Budget*
- *EFC Amount*
- *EFC Variance*
- *Explanation*
- *Changed by*

After clicking *Customize*, use the customize *Report Columns* popup to:

- **Select or remove columns** — check or uncheck the boxes next to each column name
- **Rename a column** — click an existing column name and type a new one
- **Reorder columns** — hover over the four-dot icon to the left of a column name, then drag it to a new position

![Settings for generating an EFC History Report in PDF format with customization options.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-04-09T125056.255.png)

*Screenshot of EFC history settings options. Click the* ***Customize*** *button to choose which columns to include in the report, update column names, and change the column order.*

![Report columns with options for account, description, budget, and other financial details.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Screenshot 2026-04-09 at 12.52.03 PM 1.png)

*Check the columns you want to include, click a column name to rename it, and use the four-dot handle to drag it into a new position*

### Preview your EFC history report

In the *Report preview*, you can see the types of data that will appear in the report based on the filters and settings you’ve applied.

### Generate your EFC history report

- On the *EFC history report* page, click the **Generate report** button
- After you click the button, your report will begin automatically downloading to your computer. You’ll receive an email once it’s ready.

![EFC history report generation interface with filters and report settings displayed.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-03-30T145421.696.png)

*Example of a EFC history report preview. Click the* ***Generate report*** *button to begin your download.*

![Client accounting report showing budget details for various production roles and expenses.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1755279690678.png)

## Create an EFC history report template

Report templates allow you to save your preferred settings for your *EFC history reports*. Instead of adjusting settings every time you generate a report, you can create and save templates for quick access to your preferred views.

### Create a template

1. Go to the [Generate an EFC history report page](/v1/docs/efc-history-report-pas#how-to-create-an-efc-history-report)
2. In the *Apply filters* section, add the filters that you want to use for your report template. Use the *Report preview* to see an overview of what will be included in the report.
3. Once you are satisfied with the way the report is configured, click the **Create template** button
4. In the *Create template* popup, enter a template *Name.* You can click the checkbox to *Set as default* (optional).
5. Click the ***Save*** *button*
6. The template that you’ve just created will now appear as an option in the *Custom template* dropdown menu when you return to the *Generate report* page. If you set the template to be the default, it will automatically be selected in the dropdown menu.

![EFC history report generation interface with filters and report settings displayed.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-03-30T145613.755.png)

*Click the* ***Create template*** *button*

![Interface for creating a new template with fields for name and default settings.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/New%20template%20popup.png)

*Enter a Name, click to Set as default for this report (optional), and then click the* ***Save*** *button*

![Confirmation message indicating the template has been successfully saved for future use.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Template%20saved%20alert.png)

*A notification will appear confirming that your template has been saved*

### Set as default, rename, duplicate, or delete an existing template

Once a template has been created, you can set it as the default, update its name, duplicate it, or delete it using the following steps:

1. Go to the [Generate an EFC history report page](/v1/docs/efc-history-report-pas#how-to-create-an-efc-history-report)
2. On the *Generate an EFC history report* page, under *Templates*, click the dropdown menu to select the template that you want to update
3. Click the gear icon, and then select an option: *Set as default, Rename, Duplicate,* or *Delete*

![EFC report generation interface with filters and budget options displayed for user selection.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-03-30T145857.666.png)

*Select the template, click the* ***gear*** *icon, and then make your selection*

### Updating a template

- If you make changes to a template, a *Save changes* button will appear next to the template’s name
- To preserve the changes be sure to click the **Save changes** button before running a report or leaving the page

![Dropdown menu showing template options with a highlighted 'Save changes' button.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Save%20template%20changes.png)

*Click the* ***Save changes*** *button to update the template*

Estimated Final Cost: A number that updates bad on acutal costs incurred against the budget

Professional review of the ledger and transactions of a project to ensure compliance with laws & procedures. May be conducted by Federal or State agencies, labor union representatives, Studio or Financier representatives, or to review compliance with tax incentive guidelines.

A process that traces the complete history of the detailed transactions relating to any item in accounting records

The document containing the anticipated expenditures for the various components of a production, usually separated by above the line (ATL) and below the line (BTL) costs.

(Chart of Accounts)The master list of all the accounts used to track production costs, expenses, assets, liabilities, and income. These also can be referred to as Cost Accounts. In commercials, typically AICP line numbers are utilized in its stead.