Expense Trend Report
This report produces information regarding trends in expenses submitted. This
information can be useful in tracking spend.
Note:
This report only considers the 'Expense'
billing type.
Note:
Expenses are grouped by unique month that is derived from the
period end date.
This report produces the following output columns:
- Month - Format is <month_name> YYYY
- Worker
- Manager
- Department #
- Department Name
- Earnings E/D
- Category
- Purpose
- Amount
| Filter | Description |
|---|---|
| Division | Filter the report output by a configured division. This field is set to 'All' by default. |
| Cost Center | Filter the report output by a configured cost center. This field is set to 'All' by default. |
| Manager | Select the client manager name associated with the engagement. This field is set to 'All' by default. |
| Date Type | The only option for this field is 'Earnings E/D' or 'None' (no date
filter). 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. |