All WorkPlace Standard Reports available for your environment will appear on this tab. The available reports are be determined by available WorkPlace modules and interfaces as well as individual security.
Additionally, with the WorkPlace Crystal Report Engine, any custom developed reports created for your environment will appear on this tab as well.
To print a Report, select the report caption desired. Standard reports which may be available include:
Displays Users/Roles assigned to an approval list along with any alternates assigned to the list.
Shows approval lists by user that the user is member of. Types of membership include: Approver, Approver Role Member, Alternate Approver, or Alternate Approver Role Member.
Available with the WorkPlace Audit module license to provide a list of record level changes for selected system and transaction records.
Displays a listing of all departments.
Shows all Group Routing Rules setup in the system with options to restrict by Group Name and to display Non-Financial List Item(s).
Shows all Individual Routing Rules setup in the system with options to restrict by User ID and to display Non-Financial List Item(s).
Shows all users setup in the system by Company and Module (i.e. Requisition, Time, Expense, etc...) that are currently going against your license.
Displays the non-financial lists setup in the system.
Shows all the note codes setup.
Displays all Routing Rules that apply to each User in the system. Output shows the Precedence, Type of Routing Rule, Approval List, and the Rules established for the Routing Rule. This report can be run by User and Department.
Displays all WorkPlace Users setup.
Shows all UDF field templates and what users are assigned to them.
Available with Role-based security option. This report provides a list of users that have been associated with an established role.
Available with the WorkPlace Payments module to view and print Remittance reports. Remittance reports can be generated from the Payment Batch or Payments pages or by selecting the Remittance Report option on the Accounts Payable dashboard.
Available with the WorkPlace Budget module to print for one or more budgets to compare actual amounts in entry, approval, review, PO and receiving against budget and calculate the remaining budget . This report is also available to print directly from the Budget maintenance screen for individual budgets.
This report shows all approved Expense Sheet lines. Input parameters are Expense Sheet Number, Employee ID, Amount Extended Equal To or Greater Than, Amount Extended Equal To or Less Than, Submitted From and Submitted To. This report will automatically restrict to display only those records that the user has access to based on their Security settings.
This report can be printed from Reports section of the Expense tab to allow users with assigned permissions to print all imported Credit Card expenses when the ‘Import Expenses as an Expense Sheet’ system setting is unchecked.
Printed Expense Sheet available for users to run from the Expense Sheet entry form.
The Open Payments report is available to provide detailed Attendee Tracking details when the 'Enable NPI on Attendee Tracking' Expense System Setting has been enabled. This report is optimized for Excel export to facilitate Open Payments expense reporting by National Provider ID information that has been processed with Attendee allocations.
This report shows Travel Requests that are still open and have not yet been fully "used" or "consumed" against an Expense Sheet. Input parameters are Employee ID, Department ID, and a Date range.
This report will display pending credit card and mobile expenses that have not been applied to an Expense Sheet across all WorkPlace users. This is useful for centralized staff entering expenses on behalf of other employees as well as for administrators to verify users are processing these entries in a timely manner.
This report shows Expense Sheets that have not been Batch Processed. Input parameters are Employee ID, Amount Extended Equal To or Greater Than, Amount Extended Equal To or Less Than, Submitted From and Submitted To.
This report shows users that have not submitted expense sheets for a specified period of time and can be restricted by Department, Date From and Date To.
G/L Budget to Actual report grouped by financial period for a specified Budget ID that displays the G/L Account and / or Dimension and description with the original Budget, Actual and Remaining amounts. The report can be restricted by Inter-company, Period and G/L Account range.
Displays all WorkPlace general journal entries for Procurement transactions when Accrual Accounting is activated and for WorkPlace Inventory Management transactions. The report can be restricted by posting date, inter-company, journal numbers, G/L Accounts, G/L Analysis restrictions, Document 01, Document 02, posted and unposted transactions.
Available with the WorkPlace Inventory module to print a count sheet for a Physical Inventory count. This report is also available to print directly from the Physical Inventory Session.
Available with the WorkPlace Inventory module to print a processed Inventory Adjustment. This report is also available to print directly from a processed Inventory Adjustment session.
Available with the WorkPlace Inventory module to print detailed inventory transactions by G/L Account.
Prints Item / Location barcode labels with the ability to restrict by range of item or location.
Available with the WorkPlace Inventory module to print the packing slip report by Company, Release/Transfer Number or Location. This report is also available to print directly from the Transfer/Release Ship session.
Available with the WorkPlace Inventory module to print the detailed quantity and cost variances related to a processed inventory count. This report is also available to print directly from a processed Physical Inventory session.
Available with the WorkPlace Inventory Fulfillment module. This report allows the user to print the pick list ticket by Pick List Number or Site.
Available with the WorkPlace Inventory module to print the pick list report by Company, Release/Transfer Number or Location. This report is also available to print directly from the Requisition Review, Release Request and Transfer Request sessions.
Available with the WorkPlace Inventory module to report details for on-hand, in-transit and allocated inventory quantities and value by item and location. This report provides detailed serial/lot, bin and expiration date information.
Available with the WorkPlace Inventory module to report summary on-hand, in-transit and allocated inventory quantities and value by item and location.
Available with the WorkPlace Inventory module to display detailed transfer/release receipt items. This report is also available to print directly from the Transfer/Release Receipt session.
Available with the WorkPlace Inventory module to display detailed transfer/release items that have been shipped and are available to Receive.
Available with the WorkPlace Inventory module to display detailed transfer/release requests that have been submitted and are available to Ship.
Available with the WorkPlace Project solution to display total budget, actual and remaining amounts organized by Activity across projects. This report can be restricted by ranges of date, Project, Phase and Activity.
Displays the budget, actual and remaining summary amounts organized by Customer. This report can be restricted by ranges of Customer, date, Project, Phase and Phase Activity.
Displays the budget, actual and remaining summary amounts organized by Customer Class. This report can be restricted by ranges of Customer Class, date, Project, Phase and Phase Activity.
Displays the budget, actual and remaining summary amounts organized by Project Type. This report can be restricted by ranges of Project Type, date, Project, Phase and Phase Activity.
Available with the WorkPlace Project billing solution to print invoices by invoice number, Project and/or Phase with options to hide comments, employee, void and logo.
Shows all WorkPlace Project Budgets organized by Project, Phase and Activity by period. This report displays the budget, spent and remaining amounts and can be restricted by ranges of date, Project, Phase and Activity.
Prints detailed activity report over a specified period of time. This report displays the budget, spent and remaining amounts along with detailed transactions for the specified date range and can be restricted by ranges of date, Project, Phase and Activity.
Available with the WorkPlace Project solution to list all transactions that have not been billed.
Displays a detailed purchasing accrual report of amounts by Company and G/L account based on Purchase Orders that have been received but not yet invoiced.
Displays detailed receiving transactions for all open Purchase Orders and can be restricted by Department, PO Number, Vendor ID and/or range of Receipt dates.
Displays a listing of all Purchase Orders that have not been fully received and are in a specified department and/or between a range of required dates.
Displays a listing of all Purchase Orders that have not been fully received and can be restricted by department, G/L Account, Ship To address and/or range of required dates. The user running this report must have access to the departments that the purchase order lines were created from.
Displays a listing of all Purchase Orders that have not been fully received automatically restricted based on the user running the report. The report will display only outstanding Purchase Orders that contain at least one Purchase Order line that originated from a Requisition created by the user and / or one of their assigned transaction alternates as defined on their Security profile. The user also has the option to restrict the report further by department, G/L Account, Ship To address and/or range of required dates.
The printed Purchase Order report can be printed from the Purchase Order entry page.
Shows purchase orders for a specified department and/or within a range of document dates. The user running this report must have access to the departments that the purchase order lines were created from.
Shows all purchase orders grouped by Vendor for a specified Vendor, Item, Item Group and/or within a range of document dates.
Shows purchase orders not automatically transmitted to vendors. This report can also be printed by Vendor or date selection.
Available with the WorkPlace Receiving module, this reports provides details of auto-receipt sessions performed from the WorkPlace application.
Shows all Purchase Orders that have been received and are not fully invoice matched with details on quantities ordered, received, rejected and invoiced. This report can be restricted by Department, PO Number, Vendor and/or range of Receipt dates.
Shows all Purchase Orders that have been invoiced but not received when the 'Allow Entry of Un-Matched Quantities for an Invoice' System Setting is enabled.
Displays a listing of any unprocessed Receive/Match Invoices in the system.
Displays a listing of all Purchase Orders that have not been fully received and are in a specified department and/or between a range of required dates.
Displays a listing of all Purchase Orders that have not been fully received and can be restricted by department, G/L Account, Ship To address and/or range of required dates. The user running this report must have access to the departments that the purchase order lines were created from.
Displays a listing of all Purchase Orders that have not been fully received automatically restricted based on the user running the report. The report will display only outstanding Purchase Orders that contain at least one Purchase Order line that originated from a Requisition created by the user and / or one of their assigned transaction alternates as defined on their Security profile. The user also has the option to restrict the report further by department, G/L Account, Ship To address and/or range of required dates.
Allows users to select and print a single Requisition or Check Request, this report is also available on the Requisition/Check Request Entry page.
Display a listing of all priority codes.
Prints a detailed activity report of any/all Requisition/Check Request transactions that have been entered into the system and fully processed from Review. This report can also be printed by department, user, priority or date selection.
Shows purchase orders for a specified department and/or within a range of document dates. The user running this report must have access to the departments that the purchase order lines were created from.
Shows all purchase orders grouped by Vendor for a specified Vendor, Item, Item Group and/or within a range of document dates.
Shows purchase orders not automatically transmitted to vendors. This report can also be printed by Vendor or date selection.
Display a listing of all shopping lists setup.
Prints a detailed activity report of any/all Requisitions and Check Requests that have been entered into the system, but have not yet been processed from Review. This report can also be printed by department, user, priority or date selection.
Prints a detailed activity report of any/all Requisitions and Check Requests that have been entered into the system, but have not yet been processed from Review and the user is restricted by department. This report can also be printed by department, user, priority or date selection.
Prints a detailed activity report of any/all Requisitions and Check Requests that have been entered into the system, but have not yet been processed from Review and includes transactions waiting for Delegate review. This report can also be printed by department, user, priority or date selection.
Available for users to select and print a Timesheet from either Timesheet Entry or the Dashboard.
Available with the WorkPlace Project solution to display detailed time entries with hour and rate totals by Project, Phase and Activity.
Available with the WorkPlace Project solution to display detailed time entries with hour and rate totals by Project, Phase and Activity. This report will automatically be restricted based on the Department(s) they are assigned to on the Department tab in Security.
This report displays the total hours worked, chargeable, non-chargeable and utilization amounts for each employee by Department.
This report displays the current status of Timesheets, such as: Missing, Waiting for Approval, Approved, and Processed.
This report displays the current status of Timesheets, such as: Missing, Waiting for Approval, Approved, and Processed. This report will automatically be restricted based on the Department(s) they are assigned to on the Department tab in Security.
Prints a report for any/all Vendor Contracts including contract details and status subtotals along the requisition process. Process subtotals are provided by dollar amount and quantity of line items for each of the following categories:
Requisition/Check Request Entry, Requisition/Check Request Approval, Requisition/Check Request Review, Purchase Order and Remaining Amount (unused dollars and line items).