Detailed Sub-Location Expenditure Report

The Detailed Sub-Location Expenditure report provides a detailed view of expenditures within specific rooms or areas. It helps users understand spending patterns and work order activity at a more granular level.

Use this report to:

Analyze spending within specific areas or rooms.
Identify detailed cost drivers.
Track work order activity by sub-location.
Monitor expenditures by work category.

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
Sub Location	Filters transactions by sub-location.	All
Transaction Type	Filters transactions by transaction type.	All
WO Status	Filters by work order status.	All
Work Category	Filters by work category.	All

Report Structure

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

Fields

Field	Description
Sub-location	Source location of the work order (WO).
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

Analyze spending in a specific room or area.
Review costs by work category.
Track open or completed work orders.
Identify expenditure trends.