Page 12 - GC Using the Reports Dashboard_eBook(SDL)

Common Selection Criteria

There are several fields that are available on multiple reports. These fields may have
the same options across categories, or different options based on the type of data being
assessed in the report. The table below lists some of the key criteria fields.

Field Description Available Options
Allows the user to My Primary Projects – Limits report output to projects
specify which users or to which the current user has been assigned as a
projects to include in the primary Project Administrator
report
My Primary and Alternate Projects – Limits report
output to projects to which the current user is assigned
as a primary or alternate Project Administrator or is
defined as a global alternate to a user that has access
Report On to a particular project.

All Projects I can see - Limits report output to the
above two universes of projects in addition to any
projects that belong to a Project Organization for which
the current user has been granted Organization Access
(unless the user has the Administrator role in which
case no filtering will occur)
Specifies the time frame Custom Date Range – Selects specific Begin and End
within which data will be dates by either typing in the dates directly or using the
included in the output. calendar icon
Date Range
Named Date Range – Allows the user to specify a date
range using a list of preset options

Determines which No Adjustments - All adjustments will be excluded
adjustments, if any, from the output
should be included in
report output Adjustments using Posted Date within range - Only
those adjustments that have a Post Date within the
specified date range will be included in the output

Adjustments Adjustments using Worked Date within range - All
adjustments applied to the specified date range will be
included in the output.

Include Pending Adjustments - If selected, pending
adjustments will be included in the results

Specifies which expense Using Line Item Date within Range – Limits selected
line items will be data to expenses that have a line item date within the
Include included in the output report date range regardless of expense report
Expense completion date

Reports Using Expense Report Completion Date within
Range - Includes all line items from any expense
reports which were completed within the report range

LESSON 1: INTRODUCTION TO REPORTING
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