Back end reporting data is held in predefined Domains. These domains are designed to group together columns to help facilitate the creation of common reports. A brief description of each domain as well as examples of the types of reports that can be created are below. Please note that reporting is not limited to the examples provided.
Expense Domains
- Expense Advance Reconciliation: Allows you to create reports that show the status of advances within the system. These include both applied and unapplied advances. Examples:
- Unapplied Advance Report
- Advances by User
- Advances by WBS (Project, Client, etc.)
- Expense Advance Reconciliation Domain Details: Similar to the Advance Reconciliation Domain, this domain breaks down the data to the reports the advance has been applied to. If an advance has been applied to multiple expense reports, the approved advance amount may be shown more than once. Example:
- Partially Applied Advances Report
- Expense Approval Summary: This domain displays the approval structure tied to an expense report. Examples:
- Expense Reports waiting for Approval
- Approval Queue by Approver
- Expense Report Approval History
- Expense Attendee: This domain allows you to create reports based on attendees added to an expense type as well as the pro-rated amount tied to each attendee. Examples:
- Attendee List by Expense Type
- Average amount per attendees (including or excluding the report owner)
- Expense Attendee Amount: This domain is similar to the Expense Attendee Domain, however this reports against amounts spent per attendee as specified by the user. Examples:
- Amount spent per attendee for the year
- Entertainment Expenses
NOTE: These reports are used for Sunshine Act Attendee Reporting.
- Expense Credit Card Reconciliation: Allows you to create reports to assist in the reconciliation of Credit Card transactions. Examples:
- Unapplied Credit Card Transactions by Employee
- Credit Card Charges by Org Structure (Company/Department/Employee)
- Expense Custom Fields: This domain allows you to create reports displaying a breakdown of field usage. These reports will vary depending on the custom fields that were set up in the application. There are a maximum of 20 Header and 20 Detail fields that can be reported against. Examples:
- Merchant Usage Report (Airline/Rental Car/etc.)
- Required Explanation Report (if custom field is "Required Explanation")
- Expense Detail Charges at Line Item: Allows you to create reports based on the details at the expense line level. These details include amounts payable to the employee, amounts payable to the credit card company, personal amounts (non-reimbursable) and total amounts. Examples:
- Expenses by Payment Type
- Mileage by user
- Expense Post Domain: The post domain shows the details of posted expense reports. It breaks the data down to the activity structure and displays which extract the transaction was posted to.
- Posted Transactions to GL
- Expense Post Summary Transactions by Batch Domain: Similar to post domain, except data is summarized by Report total (instead of broken down by activity structure). Examples:
- Extracted Reports by Batch
- Expense Pre-authorization Domain: Allows you to create reports that reconcile travel authorization requests with the actual expense reports. Examples:
- Travel Authorization Reconciliation Report
- Expense Pre-paid Reconciliation: Similar to advance reconciliation, this domain allows you to view the status of pre-paid transactions in the application. Examples:
- Unapplied Pre-Paid Transactions
- Expense Status Domain: Use this domain to create status reports of expense reports in the application. It can also be used as a summary domain.
- Expense Status Report
- Rejected Expense Reports
- Expense Validation Domain: Allows you to check the validation status of expense reports in the system. Examples:
- Expense Validation Report
- Flagged Expense Reports
- Expense WBS Distribution Domain: This domain allows you to create reports that displays a breakdown of expenses by WBS. Examples:
- Expenses by Client/Project
- Expenses by Charged Company/Department
- Expense Work Flow Domain: This domain allows you to create reports that shows the history of the Expense Report. When certain actions were taken and by whom (created, released, rejected, approved, etc.). Examples:
- Expense Report Audit
Time Domains
- Time Approval Summary: This domain displays the approval structure tied to a timesheet. Examples:
- Timesheets waiting for Approval
- Approval Queue by Approver
- Timesheet Approval History
- Time Detail Bill Domain: This domain is used to show hours charged, the billing rate and amount. Examples:
- Detail Billing Report
- Time Detail Bill Cost Domain: This domain is similar to the Time Detail Bill Domain, but it also includes cost rate and amount. Examples:
- Detail Cost Rate Report
- Time Detail Hours Domain: This is tied to the timesheet data (header, row and detail). It will display the hours entered per day on the timesheet. Example:
- Hours Detail Report
- Time Note Domain: The Note Domain is used to create reports that shows the notes attached to a timesheet. The hours displayed are for the hours entered for that row. Examples:
- Timesheet Notes Report
- Time Note Detail Domain: The Note Detail Domain is used to create reports that shows the note details attached to a timesheet. The hours displayed are for hours entered for that Note. Examples:
- Timesheet Detail Notes Report
- Time Post Domain: This domain allows you to create reports showing when a timesheet was extracted and which batch type it was extracted to. Examples:
- Timesheet Extract Report to (accounting system)
- Time Status Domain: Use this domain to create status reports for timesheets in the application. Examples:
- Timesheet Status Report
- Rejected Timesheet Report
- Missing Timesheet Report
- Time Summary Domain: This is tied to the timesheet data (header, row and detail). It will display the hours summarized by timesheet. Examples:
- Billable/Non-billable Hours per Period
- Leave Hours per Period
- Time Validation Domain:Allows you to check the validation status of timesheets in the system. Examples:
- Timesheet Validation Report
- Timesheets under FTE
- Time Work Flow Domain: This domain allows you to create reports that shows the history of the timesheet. When certain actions were taken and by whom (created, released, rejected, approved, etc.). Example:
- Timesheet Audit Report
- Time Missing Domain: Use this domain to create reports for Missing Timesheet. Examples:
- Missing Timesheet Report