Contents of the Expense with Images Report Screen

Use the fields in the Expense with Images Report screen to filter expense information used when creating reports for billing backup.

Parameter ID and Description Fields

Use these first two fields to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen. When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.
Description	Enter, or select , a parameter description of up to 30 alphanumeric characters.

Contents

If the report is run with only the required fields selected, the output includes all expense report IDs that fall between the starting and ending dates, and the data is listed according to the Sort By option

Field	Description
Expense Report ID	The report can be run for a specific expense report ID. You must manually enter the ID in this field. When you run the report by ID, all the other fields except Sort By are disabled. The report output will include all the expenses include on the selected expense report.
Expense Start Date	This required field defaults to the first day of the prior month but can be changed as needed.
Expense End Date	This required field defaults to the last day of the prior month but can be changed as needed.
Resource	You can run the report based on a specific resource. The Lookup for this field only displays the list of resources (employees and subcontractors) available to the logged in user running the report. When this is the only other filter selected besides the required fields, the report will display all the expense reports available for the selected resource within the specified date range.
Charge Type	You can filter the report by a specific charge ID. Choose from the following options: UDT01: Select this to filter by account ID (UDT 01). Note that the associated charge Lookup only displays account IDs that are not linked to a project. UDT02: Select this to filter by project ID (UDT 02). Work Assignment: Select this to filter by the subcontractor work assignment ID. If you use this field in conjunction with Resource, the charge Lookup is limited to work assignment codes for that resource. If no resource is selected, all the work assignments currently used in Expense display. When you filter based on a specific charge code, the output includes expense reports that where that used that charge, and the charge is included as a line on the report.
Sort By	This field is required. The report can be sorted by Resource or by Expense Report ID