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The Account ID Summary Report allows you to run a report that outputs all unique Account IDs in an ingestible format for an accounting system. Each Account ID exports with amounts aggregated from requests that use that same Account ID for Capital or Operational Costs.
Note: This report requires your users to assign Account IDs to requests during the collection process. If you have requests that are missing Account ID assignments, a red warning message will appear with a list of affected requests. Update or assign Account IDs by editing a request in the Request Manager or by selecting the link in the warning message.
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