Company

Select the company to use to run the report.

Functional Role

Select the functional roles to only include the employees related to these roles in the report.

Project Prompt Type

Choose a method that will help you find the projects you want to select for the report.

Select Listview Prompt to select projects from a list or select Search and Select Prompt to search and select individual projects using keywords.

Project

Enter a portion of one or more project or organization IDs in the Keywords field and click the Search icon to list the projects to include in the report.

To narrow the search, select an option in the Starts with any of these keywords drop-down list. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

Expense Report Date

Enter or select the starting date for the report in From and the ending date in To. The report will include projects that satisfy the date range you specify.

You can opt to select the Earliest date or the Latest date possible for the expense report.