Employee Labor Audit General Tab

Use the General tab to select report options for the Employee Labor Audit report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	To create activities in the Activity Manager when you generate the report, select this check box. DPS displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time. DPS creates an activity for each record included on the report.

Time Frame

Field	Description
Period	Select a setting: Current: The report shows data for the accounting period that is currently open. Year-to-Date: The report shows data for the current fiscal year through the current accounting period. Job-to-Date: The report shows data from the beginning of the project through the current accounting period.
Period Range	Specify a range of accounting periods.
Date Range	Specify the start and end dates of the range.
Timesheet Period Ending	Specify a range of timesheet periods. To generate the report for one timesheet period, select the same period in both range fields.

Options

Field	Description
Transaction Type	Use the lookup to select the transaction types that you want to include on the report. You can include any or all of the following: Timesheet transactions Labor adjustments Billing labor transfers
Project Lookup	To filter the report's contents, use the Project lookup to select projects. This option restricts the transactions on the report to those associated with the selected projects.
Report At	Select one of the following rate options: Billing: Select this option to display monetary amounts at billing rates. This option is only available if the Enable Reporting at Billing Rates option is selected in Labor Options Settings. Cost: Select this option to display monetary amounts at cost rates. This option is only available if the Enable Reporting at Burdened Rates option is not selected in Labor Options Settings. Burden: Select this option to include overhead amounts in labor cost amounts. This option is only available if the Enable Reporting at Burdened Rates option is selected in Labor Options Settings.
Report Cost in	If you use multiple currencies and you select Cost or Burden in the Report at field, use this option to select the currency in which you want the report to display amounts: Employee's functional currency Project's functional currency Project currency If you select Billing in Report at, this option is disabled. Instead, the Use Billing Currency not Project Currency option in Settings > Accounting > Labor Options determines the currency: When the option is selected, the report uses the project's billing currency. When the option is not selected, the report uses the project currency.