T&E Report

The T&E Report is a standard report used to show the time and expense entries from a specified date range.

  • The start date will be 12:00 AM of the date you enter in the "Start Date" field.
  • The end date will be 11:59 PM of the date you enter in the "End Date" field.
  • The report is driven by any time and expenses reported for the date range specified in the report criteria.
  • Time and expenses do not need to be approved or submitted to be included in this report, only entered.

Viewing the T&E Report

To view this report:

  1. In the Work Management Toolbar, click View Applications.
  2. Click the Analysis application tile.
  3. Under the Standard Reports section of the navigation menu, click T&E Report.

The report shows two tables: Time Entries and Expense Entries.

Table Data Shown
Time Entries Displays the following info for each time entry, broken down by time type.
  • Person
  • Time type
  • Account
  • Project/Workspace/Task/Issue/Ticket name
  • Amount of hours
  • Billable amount
  • Non-billable amount
  • Total bill amount
Expense Entries

Displays the following info for each reported expense, broken down by expense type.

  • Person
  • Expense type
  • Account
  • Project/workspace/ticket name
  • Expense quantity
  • Reimbursable amount
  • Billable amount
  • Non-billable amount
  • Total bill amount

Also includes links to related info:

  • Person names are links to that person's user profile.
  • Account names are links to that account's detail page.

Calculations

Here are the calculations the T&E Report makes:

  • Bill Amount = (Billable Hours) x (Person's Bill Rate -> as specified in the person's user profile or by the project)
  • Total Amount = (Billable Amount) + (Non-Billable Amount)