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Expense Entry Reports

Expense entry reports initially display filtered on the current month. You can easily change the date range and many other conditions in order to create a report with all or only certain expense entries. For example, you may only want to see approved, non-invoiced expense entries which are billable to get an idea as to the expense entries which have not yet been included in the revenue reporting from accounting.

Two types of Charts are available to be used to view data. Up to four charts can be created during the process

Predefined allows for a drop down selection of any charts that have been predefined.

Custom Chart allows for selection of information to create a chart.

Chart Type includes six different types of charts that can be created. These include Area, Bar, Column, Donut, Line and Pie.

Aggregate By enables a selection of data field to aggregate upon.

Chart Column enables a selection of columns for data for the chart to use.

  • Aggregate Type enables you to select Sum, Average, Count, Max or Min for the column of data.
  • Hide # enables you to hide the number for the data.
  • Stacked enables you to stack the data.

*Note there is an add icon at the end of the row which allows you to add multiple rows of data fields for the chart.

X-Axis and Y-Axis
Bar Chart:
Aggregate By is the y-axis and the Chart Columns is the x-axis.

Column Chart, Area Chart and Line Chart:
Aggregate By is the x-axis and the Chart Columns is the y-axis.

Tile Charts Vertically will change the output of more than one chart so that the charts display in a single, left-justified column as opposed to a horizontal display (side-by-side) across the top of the page

Include the Table Results with the Charts will display the report with the report data supporting the chart(s) in a table format below the chart(s) display. The table results are simply a report which is identical to what you would see if you ran the report without using the Charting Display options.

The report can be grouped by column names or sorted by column names in either ascending or descending order.You can also stack several choices and group within groups or sort within sorts.