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Detailed Location Expenditure Report

The Detailed Location Expenditure report provides insights into financial transactions associated with specific locations. It helps you analyze spending patterns, monitor costs, and track expenditures across facilities.

Use this report to:

• Review spending by location.

• Identify high-cost facilities or areas.

• Analyze expenditures by cost type.

• Monitor spending trends over time.

Getting Started

Filters

Filter	What It Does	Default
Transaction Date	Filters transactions by date range. NOTE  Refer to Limitations article for date selection.	Last month
Parent Location	Filters transactions by parent location.	All
Transaction Type	Filters transactions by transaction type.	All

Report Structure

This report displays location-level expenditure details. Each row represents a single financial transaction.

Fields

Field	Description
Parent Location	Parent location associated with the sub-location.
Transaction Date	Date the transaction occurred. If the transaction date is unavailable, the record creation date is used. This field determines whether a record is included in the report based on the selected date range.
Work Order #	Work order number associated with the transaction or cost.
Transaction Type	Types of transaction recorded, such as Labor, Materials, Contract Services, Rental, Issue, WO Dispatch, Equipment Usage, or Other Cost.
Transaction Description	Description of the transaction. Depending on the transaction type, this may include an employee name, part name, item description, service description, rental description, equipment usage description, or purchase order note.
Supplier/Employee	Supplier associated with a non-inventory purchase transaction or purchase order.
Pmt Type Record #	Invoice, reference, or purchase order number associated with a purchase-type transaction.
Work Requested	Description of the work requested in the associated work order.
Originator	Name of the person who originated the work order.
WO Originated	Date the work order was created.
WO Expected	Expected completion date of the work order.
WO Completed	Actual completion date of the work order.
Quantity	Quantity associated with the transaction. Depending on the transaction type, this may represent labor hours, inventory quantity used, purchased quantity, rental quantity, or equipment usage hours.
Unit Cost ($)	Cost per unit associated with the transaction.
Total Cost ($)	Total cost of the transaction.

Common Tasks

• Review spending for a specific location.

• Analyze costs by transaction type.

• Identify high-cost transactions.

• Monitor recent spending activity.