| Reporting View | Description | Key & Frequency | Recommended Search Columns |
| AUTHORIZATION
| Contains information about the request for an authorization, its current status, encumbrance number if generated, expense owner information, and amounts for the authorization as reimbursable and non-reimbursable. When the authorization is associated to requests for reimbursements, the reimbursement amounts are also totaled for reimbursable and non-reimbursable.One row per authorization. | | |
AUTHORIZATION_ACCOUNTING
| Contains general expense authorization accounting data including, fiscal year/period, accounting distribution, and approved amount. Additional reporting can be by financial manager or the various hierarchy levels of the fund, organization code, account, program, and location.One row per authorization per expense item per account distribution. | | |
AUTHORIZATION_APPROVAL_HISTORY
| Contains approval history information for the reimbursement for each change in notification. This includes the person who is approving the document, what action was taken and when, and when email notification was sent.One row per authorization per circulation step per circulation approver per circulation notification. | | |
AUTHORIZATION_ITEM
| Contains estimated detail level information for the authorization expense item. What the expense description is, receipt date, the expense type, unit rate for distance calculations or per diem calculations, payment method, if the expense is reimbursable or not, the calculated amount for the expense, and if the expense will be paid for by personal credit card or insitution card.One row per authorization per expense item. | | |
AUTHORIZATION_ITINERARY
| Contains information about where a person or group plans to travel with their start and end dates of travel as well as each start and ending locations.One row per authorization per itinerary segment. | | |
AUTHORIZATION_STATUS_HISTORY
| Contains status and status date history as the authorization request migrates through various stages of completion.One row per authorization per change in status. | | |
PORTFOLIO
| Contains information about the travel and expense portfolio, whether or not this is travel or non-travel related, and the expense owner. The portfolio is used to relate information between an authorization and any expense reimbursements generated from that authorization.One row per portfolio. | | |
PORTFOLIO_SUMMARY
| Contains summarized totals per portfolio by expense type for authorized and reimbursed expense items. Used to reconcile authorization expense types to reimbursement expense types within the portfolio.One row per portfolio per expense type. | | |
PROFILE_DEFAULT_ACCOUNTING
| Contains default accounting information for a travel and expense owner profile.One row per profile owner per accounting distribution. | | |
REIMBURSEMENT
| Contains information about the request for a reimbursement, its current status, expense owner and payee information, and reimbursement summary amounts for reimbursable and non-reimbursable expenses. If the reimbursement is associated to an authorization, this also contains summary amounts for the authorization as reimbursable and non-reimbursable.One row per reimbursement. | | |
REIMBURSEMENT_ACCOUNTING
| Contains general expense reimbursement accounting data including, fiscal year/period, accounting distribution, and approved amount. Additional reporting can be by financial manager or the various hierarchy levels of the fund, organization code, account, program, and location.One row per reimbursement per expense item per account distribution. | | |
REIMBURSEMENT_APPROVAL_HISTORY
| Contains approval history information for the reimbursement for each change in notification. This includes the person who is approving the document, what action was taken and when, and when email notification was sent.One row per reimbursment per circulation step per circulation approver per circulation notification. | | |
REIMBURSEMENT_ITEM
| Contains detail level information for the reimbursement expense item. What the expense description is, receipt date, the expense type, unit rate for distance calculations or per diem calculations, payment method, if the expense is reimbursable or not, the calculated amount for the expense, and if the expense was paid for by personal credit card or institution card.One row per reimbursement per expense item. | | |
REIMBURSEMENT_ITINERARY
| Contains information about where a person or group traveled with their start and end dates of travel as well as each start and ending locations.One row per reimbursement per itinerary segment. | | |
REIMBURSEMENT_STATUS_HISTORY
| Contains status and status date history as the reimbursement request migrates through various stages of completion.One row per reimbursement per status change. | | |
TRAVEL_AND_EXPENSE_PROFILE
| Contains current and default information on a travel and expense owner profile. Also provides a total of all expenses paid to date for the profile owner.One row per profile owner. | | |