Use this page to find expense information across projects.

If there are saved reports available, they will appear at the top of the search form in a pulldown menu. Selecting a template and clicking Begin Search will generate results from that saved report. Clicking Edit will refresh the page with the search criteria for the template displayed appropriately.

The search page is divided into four sections:

• Period: Determines the length of time for the search.
  
  
• Group By: Determines how the results are grouped/organized.

• Advanced Search: Available search criteria. These criteria are connected by the "and" operator, therefore each criteria will make the search more specific.
  
  
• Select Columns to View: Select which columns appear in the results.

The following Period options are available:

• By Month
• By Period (date range)
• All

The following Group By options are available:

• Project
• Client
• User
• Expense Category
• Expense Type

When finished, click the Search button to generate results.

Help: Global Expense Report Results

This is the result page for the Global Expense Report. Results are displayed in table format and are sortable by most field names (or headers).

Results may be paginated depending on the pagination setting in the Admin System. Clicking All will display all search results without pagination.

The results can be grouped differently, using the Group By pull-down menu at the top of the page. The options include:

• Group by Projects
• Group by Clients
• Group by Categories
• Group by Expense Types

Selecting a particular "group by" option will not modify the total amount of data being displayed, but simply regroup the data. Choosing a "group by" option will also provide different Totals calculations (i.e. totals by clients instead of totals by projects) that are displayed at the bottom of the search results.

Graphs are available by clicking on the Graphs icon or link.

The report can be expanded, by clicking any of the results underneath the first column. The expanded view displays all expenses for the result in question. Clicking Totals Only will display the total entries, total estimated cost of the expenses and the total actual cost of the expenses for the specific Subject.

To modify the actual columns displayed, click the select columns to view link. This will launch a popup window, where it is possible to choose which columns to display on the page.

These options are available for printing and integrating with external software.

• Printer-friendly version
• Export to Excel
• Export to PDF

A printer friendly version of the report is available by clicking the Print link or icon. This will launch a pop-up window with all of the report's data. From this page, use the browser's print function.

The report can be exported to MS Excel by clicking the link Excel or its icon. You can continue to process your data further and use the flexible graphing and printing features offered by MS Excel.

For direct output to Adobe® PDF, click the PDF link or icon. With PDF you can take advantage of its portability and collaboration features.

A PopOut icon is available to view the report in an alternative format. The PopOut format displays the report in a separate window. This window can remain open while navigating other Vertabase pages and even while logged out of Vertabase.