The Expense Summary Report allows expense records to be selected and summarised across all users, projects and tasks. The information can be printed, exported, copied. The report selection criteria and configuration can be saved as a report profile and restored at a later point by simply reselecting the profile record. The report is only available if expenses have been enabled.
Report Filter
The report filter panel displays the filter information applied to produce the report.
Report Title
The report title can be entered and will be included on the output report.
Expense Summary Report
Search
Clicking on the Search button will open the search dialog which will allow the criteria by which the report should be filtered to be entered.
Export
Exports the selected rows in HTML, Word, Excel or CSV format.
Columns
Opens the column selection dialog which allows the displayed columns of the report to be modified. Data is automatically grouped by the selected columns and the columns can be selected in any order.
Save/Report Report
Opens the report profile dialog which allows the user to save the current report configuration including the filter, sort order, columns and report title. Once saved the report profile can be selected to restore the report configuration with a single click. See Report Profiles.
Report Customisation
The report template can be customised (for example to add a company logo) by editing the file expense_summary_report.htm in the DbNetTime folder