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 must be enabled.

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

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

Accounting reports section with options to create various financial reports displayed. — *Select the project, click* ***Accounting reports****, then click the* ***Create report*** *button next to EFC history report*

EFC history report generation interface with budget and report settings options displayed. — *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. — *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. — *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. — *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. — *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. — *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.

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

Go to the Generate an EFC history report page
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.
Once you are satisfied with the way the report is configured, click the Create template button
In the Create template popup, enter a template Name. You can click the checkbox to Set as default (optional).
Click the Save button
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.

Interface for creating a new template with fields for name and default settings. — *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. — *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:

Go to the Generate an EFC history report page
On the Generate an EFC history report page, under Templates, click the dropdown menu to select the template that you want to update
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. — *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