[EXPS-102] Service Expense Review

This service-based report provides information on service transactions connected to selected funding sources.

Running the Report

Report Location

The Service Expense Review report is found in the Service-based section of the report library.

Who Can Run the Report

Anyone can run the report but the returned information will be limited based on the access rights of the user.

Parameter Options

The following parameters are available to obtain targeted details in the [EXPS-102] Service Expense Review report.

Funding Source(s)	All agency funding sources (primary and sub-granted) are listed. Select one or multiple funding sources for the report, or select ‘All’ to include all funding sources listed in the dropdown menu
Report Date Range	The date range is for the Service Expense Date
Report Format	Web Page, PDF, or Excel

Report Details

This report provides information on service transactions connected to selected funding sources. These funding sources include both Primary Funding Sources and Secondary Funding Sources. The report is divided according to funding source, in alphabetical order. Each funding source is then includes the following information:

Client Unique Identifier
Service Name
Expense Amount
Expense Date
Start Date
End Date

At the bottom of each of Funding Source section is Number of Expenses and Total Expense Amount.

Please note, a client may have received more than one service during the reporting period and so may be reported on more than one row.

Details Table

All information is summarized in the Details table:

Fundings Table

All Funding Sources selected for the report are include in this table:

Drilldowns

Note: Drilldown functionality is not necessary for this report

Updated 1/26/2021