Engagement History Export

The Engagement History Export report produces information in regard to changes (edit) made to engagement fields.
This report produces the following output columns:
  • Engagement #
  • Engagement Status
  • Requisition Type
  • Worker Name
  • Op Unit
  • Department
  • Manager
  • Supplier
  • Invoice Option
  • Start Date
  • Est End Date
  • Actual End Date
  • Section - Section on engagement where modified field appears.
    • Pay Rate
  • Original Value
    • Pay Rate
  • New Value
    • Pay Rate
  • Edit Status - For example, 'Approved' or 'Pending'.
  • Modified by - The user that made the change.
  • Justification - The justification reason text entered when saving the change.
Filter Description
Operational UnitFilter the report output for billing items submitted for a specific operational unit (OpUnit). This field is set to 'All' by default.
Edited Date Filter the report output by selecting the date range where the edit date falls. This field is set to 'Current Month' by default.
Engagement status Filter the report output by the engagement status.
Requisition TypeSelect the engagement type. This field is set to 'All' by default.
Cost Center Select the cost center/department. You can select more than one cost center for the report. This field is set to 'All' by default.
WorkerEnter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
ManagerSelect the client manager name associated with the engagement. This field is set to 'All' by default.
Supplier Select the supplier on the engagement. This field is set to 'All' by default.
Invoice OptionSelect the invoice option for the engagement. This field is set to 'All' by default.

See Invoicing.

Start Date From the drop down, select the date that the engagement started to filter by.
Est End Date From the drop down, select the estimated end date of the engagement to filter by.
Effective Date From the drop down, select the effective date for the changes to the engagement to filter by.
Section/Bin of change Filter the report output by the section that was modified, for example 'Financials'.
Edit Status Filter the report output by the edit status, for example 'Pending' or 'Approved'.