Custom Field Based Expense Report

[adelk]

Hi all,

Does anyone know how to create a report based on Custom Field values?

We are making project allocations in our expense claims via the Custom Fields function where we built a project list. I would like to learn how to build a report with expenses associated with a particular project, ideally across Users and with the option of choosing a time frame.

Any help and pointers are much appreciated! 

[KevinD]

@adelk if you want a report based on a particular project, then I would add the Project custom field to the Report Header. Make it a required field and then be sure to have this field copy down to each entry created on the expense report. That way every expense has this project. 

I've seen some people put a Start and End Date field on the Report Header as well for users to enter dates.