Approval Listing Export Report
This report produces information in regard to approvals.
The report produces the
following columns:
- Approval Type
- Requisition #
- Shift Desc
- Department #
- Department Name
- Manager - If a user running the report (client manager, MSP, and so on) is a delegate of client manager, this field displays the name of the delegating client manager.
- Worker
- Start Date
- Estimated End Date
- Category
- Job Title
- Duties
- Currency
- Budgeted Amount
- Max/Bill Rate - For a request, this field is the Max Bill Rate. For an engagement, this field is the Bill Rate.
- Sequence
- Date Requested
- Date Completed
- Approver Name
- Approver Email
- Requisition Type
- Status
- Result
- Final Approver
- Final Status
- Reason
- Reason Detail
- Custom Fields - Any custom fields of the 'Requisition' type.
| Field | Description |
|---|---|
| Approval Type | Filter the output by approval type. This field is set to 'All' by default. |
| Requisition Type | Select the engagement type. This field is set to 'All' by default. |
| Date Type | From the drop down, select the date type. You can select from the
following:
This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type. |
| From date | Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date. |
| To date | Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date. |
| Approval Status | Filter the report output by approval status. This field is set to 'All' by default. |
| Approval Result | Filter the report output by approval result. This field is set to 'All' by default. |
| <department> | Filter the report output by a configured department. This field is set to 'All' by default. |
| Display Only Final Approvals | Select the check box to filter the report output by requests that have final approval. For example, if a request has a manager chain approval workflow, and has not completed the chain, then this setting excludes the request. |
| Summarize by | You can summarize the report by either Approval Type, Approval Status, or None (no summary). |
| Include Requisition Custom Fields | Select the check box to include Requisition type custom fields
configured for the client organization. For more information about this custom field type, see Custom Fields Options by Workflow. |
| Optional Columns | Select optional columns to include in the report output. |