Expense Report ... Reports

The Expense Report - Report shows data at the expense report level, as opposed to the expense item level. This report will show total values from an expense report as a single line without the detail of the individual expenses within the expense report. More detailed information on reports containing expense information can be found in the Expense Entry Reports topic.

Date Range Type

The initial display for the Expense Report report defaults to the current month. Setting dates allows for the selection of a "Date Range Type"," the first of which is an "All Dates" selection.

All Dates - Chooses all items regardless of the dates. This option is not available for all reports or filters (so may not appear in the drop down list). As a caution, when it is available, it is recommended that it is used only with small sets of data, otherwise your results will be very large and it may take a long time to generate the report.

Dynamic Dates - Are a preset ranges of dates that are commonly used, such as current week, current month, last month, next year and that change automatically. If a report is saved with these settings or a filter is remembered with these settings, the next time report is run of the filter is applied, the date range will change automatically relative to the current date. For example, if the current month is October, selecting "Current Month" as a Dynamic Date Range will automatically set the date range to Oct 1 to Oct 31st. If the current month then becomes November, the date range will reset automatically to Nov 1 to Nov 30. The report or filter does not have to be changed as the range changes automatically.

Specific Dates - These are specific dates that are entered and you control what the range is. If a report is saved with these settings or a filter is remembered with these settings, those specific date ranges will be saved as well and when the report is re-run or the filter applied, it will always use those exact dates, they will never change.

Inclusion Check boxes

The five check boxes below will include or exclude the resulting time sheets on the report based on which boxes are checked.

Submitted & Approved Filtering Options

Filter by specific resources by selecting from the Submitted By or Approver drop downs of Project Insight Users.

Column Selection Filtering Options

Column Selection Filtering Options will control the data fields displayed as columns for the report. Detailed information for setting preferences in the data field column displays is contained in the Page Display Options topic.

Save / Share Report

After selecting your display options for the report click on the run report button