Cost Card Report - Parameters Tab

Search String

Enter search items to query against resource, client, engagement, project, expense report or vendor invoice. It is possible to do both "or" and "and" searches in the report, but the functionality is limited (there is no way to group expressions with parentheses). Use the "|" character between items to mean "or", a set of space-separated tokens means "and", with no implied order.

Time Period

Automatically populates the start and end dates. This feature is useful if you save the report and run it

Start Date

The first date to be included in the report.

End Date

The final date to be included in the report.

Time Period Applies To

• Incurred Date
• Submitted Date
• Created Date
• Rejected Date
• Approved Date
• Approved to Pay Date
• Transmitted to A/P Date
• Paid Date
• Approved to Invoice Date

Include cost cards in

• Disbursing/resource cost center – Includes data only for cost cards with a disbursing/resource cost center in or beneath the chosen cost center.
• Engagement cost center – Includes data only for cost cards with an engagement cost center in or beneath the chosen cost center.

Report view

The report view determines what cost cards are included on the report, not whether the report is a summary or detailed report. By choosing cost cards, you can create a report of individual expense items, independent of what expense report the cost card is on. By choosing whole expense documents, you can get a report of cost cards on whole expense documents independent of the date the cost cards were incurred. Whole expense documents will also include items like cash advances that aren't technically cost cards, but need to be included to ensure that the disbursed totals for the expense reports are correct.

Include approval workflow status

Selecting none is equivalent to selecting all.

Include payment workflow status

Selecting none is equivalent to selecting all.

Include invoicing workflow status

Selecting none is equivalent to selecting all.