Reports - People - Expense Details

Overview

This report provides a detailed view of expenses charged by a person or person organization.

Clicking on the CSV icon at the top of the report criteria page will run the report using the specified criteria but will download the report to a .csv file instead of displaying the report.

Roles

This report is available to users having any of the following roles: Administrator, HR Administrator, P&R Administrator, Manager and Viewer.

License

This report is available with Project Expense, Project Tracking or Project Portfolio licenses.

Topics covered on this help page include:

Selection Criteria (options available to tailor report output)
Example Report Output
CSV Output

Selection Criteria

Field Descriptions (click on a link below for additional information)

Report on
Project
Person
Person Status
Include Transactions For (only available for the Financial family of licenses)
Vendor (only available for the Financial family of licenses)
Purchase Order (only available for the Financial family of licenses)
Project Type
Expense Type
Document (only available for the Financial family of licenses)
Payment Method
Date Range
Financial Posted Date Range (only available for the Financial family of licenses)
Include Expense Reports
Reporting Options

Example Report Output

This report includes expenses from expense reports and vendor invoices. The Doc Type column has "ER" for expense reports and "VI" for Vendor Invoices.

The Bill Amount column will only contain values for expense line items having a Billable project type.

CSV Output

On this report you will notice the CSV () icon, which can be used to produce the report output in this alternative format.