The Expense Workflow History Data Source allows you to create comprehensive reports on the history of Expense Report approvals and Workflow actions. Using the available Views, you can build reports to review detailed records of approval steps, including Approvers, involved Groups, and timestamps of changes. It supports tracking by Client, Project, Portfolio, and User, across multiple organizational Scopes such as Approval Groups and Functional Groups. Ideal for audit trails, compliance verification, and understanding the full lifecycle of expense report processing within your organization.
This article lists all the Fields available for each View currently supported under the Expense Workflow History Data Source in Upland Analytics.
When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.
- Approval Alternate Group Manager
- Approval Group Manager
- Base Currency
- Client
- Client Created By User
- Client Modified By User
- Expense Report Client Currency
- Expense Report Summary
- Expense Workflow History
- Expense Workflow History Modified By
- Portfolio
- Project
- Scope - All Groups
- Scope - All Projects
- Scope - Available Projects
- Scope - My Approval Groups
- Scope - My Functional Group
- Scope - My Portfolios
- Scope - My Projects
- User
- User Approval Group
- User Currency
Note: This page is being updated as new information becomes available.
Approval Alternate Group Manager
Approval Alternate Group Manager
| Field Name | Description | Type |
|---|---|---|
| Approval Alternate Group Manager First Name | This is the alternate Approval Group Manager First name. |
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| Approval Alternate Group Manager Id | This is the alternate Approval Group Manager Id. |
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| Approval Alternate Group Manager Last Name | This is the alternate Approval Group Manager Last name. |
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Approval Group Manager
Approval Group Manager
| Field Name | Description | Type |
|---|---|---|
| Approval Group Manager First Name | This is the Approval Group Manager First name. |
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| Approval Group Manager Id | This is the Approval Group Manager Id. |
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| Approval Group Manager Last Name | This is the Approval Group Manager Last name. |
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Base Currency
Base Currency
| Field Name | Description | Type |
|---|---|---|
| Base Currency Code | This is the Base Currency Code. |
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| Base Currency Description | This is the Base Currency Description. |
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| Base Currency Symbol | This is the Base Currency Symbol. |
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Client
Client
| Field Name | Description | Type |
|---|---|---|
| Client | This is the Name of the Client. |
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| Client Account Executive First Name | This is the First name of the Client's Account Executive. |
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| Client Account Executive Last Name | This is the Last name of the Client's Account Executive. |
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| Client Address Line 1 | This is the first line of the Client's Address. |
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| Client Address Line 2 | This is the second line of the Client's Address. |
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| Client Annual Revenue | This is the Annual Revenue of the Client (as defined on the CRM tab of Client Edit). |
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| Client City | This is the Client's City. |
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| Client Company | This is the Company of the Client. |
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| Client Company Type | This is the Company type of the Client (as defined on the CRM tab of Client Edit). |
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| Client Country | This is the Country of the Client. |
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| Client Country Code | This is the Country Code of the Client. |
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| Client Date Created | This is the Date and Time the Client was created on. |
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| Client Date Modified | This is the Date and Time the Client was updated on. |
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| Client Department | This is the Department of the Client. |
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| Client Description | This is the Description of the Client. |
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| Client Division | This is the Division of the Client. |
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| Client Email | This is the Email address of the Client. |
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| Client Employees | This is the number of Employees of the Client (as defined on the CRM tab of Client Edit). |
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| Client Exchange Rate | This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date). |
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| Client Fax | This is the Fax number of the Client. |
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| Client Fiscal End Date | This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit). |
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| Client Id | This is the Id of the Client. |
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| Client Industry | This is the Industry of the Client (as defined on the CRM tab of Client Edit). |
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| Client Invoice Issuer Contact First Name | This is the first name of the Issuer contact of the Client. |
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| Client Invoice Issuer Contact Last Name | This is the Last Name of the Invoice Issuer Contact of the Client. |
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| Client Invoice To The Attn Of First Name | This is the First name of the Client contact in the To the attention of field. |
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| Client Invoice To The Attn Of Last Name | This is the Last name of the Client contact in the To the attention of field. |
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| Client Is Active | This defines whether the Client is Active (Yes/No) |
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| Client Ownership | This is the Ownership of the Client (as defined on the CRM tab of Client Edit). |
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| Client Payment Term | This is the Payment Term for the Client. |
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| Client Phone | This is the Phone number of the Client. |
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| Client Purchase | This is the Purchased field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Rating | This is the Rating of the Client (as defined on the CRM tab of Client Edit). |
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| Client Reference Customer | This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Referred By | This is the Referred by field (as defined on the CRM tab of Client Edit). |
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| Client Sic Code | This is the SIC Code of the Client (as defined on the CRM tab of Client Edit). |
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| Client State Province | This is the State/Province of the Client. |
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| Client State Province Code | This is the State/Province code of the Client |
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| Client Status | This is the Status of the Client (as defined on the CRM tab of Client Edit). |
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| Client Status Comment | This is the Status comment of the Client (as defined on the CRM tab of Client Edit). |
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| Client Tax Group | This is the Tax Group of the Client. |
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| Client Ticker Symbol | This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit). |
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| Client Type | This is the Client type of the Client. |
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| Client Web Site | This is the Web Site of the Client (as defined on the CRM tab of Client Edit). |
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| Client Zip Postal Code | This is the Zip/Postal code of the Client. |
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Client Created By User
Client Created By User
| Field Name | Description | Type |
|---|---|---|
| Client Created By User First Name | This will display the First name of the User that created the Client. |
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| Client Created By User Last Name | This will display the Last name of the User that created the Client. |
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| Client Created By User Name | This will display the User name of the User that created the Client. |
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Client Modified By User
Client Modified By User
| Field Name | Description | Type |
|---|---|---|
| Client Modified By User First Name | This will display the First name of the User that updated the Client. |
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| Client Modified By User Last Name | This will display the Last name of the User that updated the Client. |
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| Client Modified By User Name | This will display the User name of the User that updated the Client. |
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Expense Report Client Currency
Expense Report Client Currency
| Field Name | Description | Type |
|---|---|---|
| Expense Report Client Currency Code | This is the Expense Report Client Currency Code. |
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| Expense Report Client Currency Description | This is the Expense Report Client Currency Description. |
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| Expense Report Client Currency Symbol | This is the Expense Report Client Currency Symbol. |
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Expense Report Summary
Expense Report Summary
| Field Name | Description | Type |
|---|---|---|
| Expense Report Assigned To | This displays the Workflow Assignment Role that is assigned to the current Expense Report State. |
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| Expense Report Billable Amount in Base Curr | This is the billable Amount of the Expense Report in the Base Currency. |
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| Expense Report Billable Amount in Client Curr | This is the billable Amount of the Expense Report in the Client Currency. |
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| Expense Report Creator | This is the creator name of the expense report (Last Name, First Name). |
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| Expense Report End Date | This is the End Date of the Expense Report. |
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| Expense Report End Date Date | This is the End Date of the Expense Report. |
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| Expense Report End Date Day of Week | This is the End Date of the Expense Report |
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| Expense Report End Date Month | This is the End Date of the Expense Report (Aggregate Date - Month). |
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| Expense Report End Date Month Year | This is the End Date of the expense (Aggregate Date - Month Year). |
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| Expense Report End Date Quarter | This is the end date of the Expense Report (Aggregate Date - Quarter). |
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| Expense Report End Date Quarter Year | This is the End Date of the Expense Report (Aggregate Date - Quarter Year) |
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| Expense Report End Date Week | This is the End Date of the Expense Report (Aggregate Date - Week). |
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| Expense Report End Date Year | This is the End Date of the Expense Report (Aggregate Date - Year). |
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| Expense Report Is Approved | This defines whether the Expense Report is Approved. This will show 0 (for not approved) or 1 (for approved). |
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| Expense Report Is Completed | This defines whether the Expense Report is Completed. This will show 0 (for not completed) or 1 (for completed). |
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| Expense Report Is Posted | This defines whether the Expense Report is paid (entries are part of a posted payable batch) This will show 0 (for not paid) or 1 (for paid). |
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| Expense Report Is Rejected | This defines whether the Expense Report is Rejected. This will show 0 (for not rejected) or 1 (for rejected). |
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| Expense Report Link | This is the Expense Report Tracking No with a link to the corresponding Expense Report Edit page. |
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| Expense Report Non Billable Amount in Base Curr | This is the Non Billable Amount of the Expense Report in the Base Currency. |
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| Expense Report Non Billable Amount in Client Curr | This is the Non Billable Amount of the Expense Report in the Client Currency. |
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| Expense Report Non Billable Amount in User Curr | This is the Non Billable Amount of the Expense Report in the User (master site) Currency. |
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| Expense Report Note | This is the Expense Report notes If multiple notes exist, they will be separated by a --. |
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| Expense Report Payable Amount in Base Curr | This is the payable Amount of the Expense Report in the Base Currency. |
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| Expense Report Payable Amount in Client Curr | This is the payable Amount of the Expense Report in the Client Currency. |
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| Expense Report Payable Amount in User Curr | This is the payable Amount of the Expense Report in the originator's reimbursable Currency. |
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| Expense Report Payable Batch Number | This field will display the Payable Batch Number # in which the Expense Report is included. |
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| Expense Report Process Date | This is the Post date of the Payable Batch in which the Expense Report is included. |
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| Expense Report Process Date Day of Week | This is the Post date of the Payable Batch in which the Expense Report is included (Aggregate Date - Week). |
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| Expense Report Process Date Month | This is the Post date of the payable batch in which the Expense Report is included (Aggregate Date - Month). |
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| Expense Report Process Date Month Year | This is the Post date of the payable batch in which the Expense Report is included (Aggregate Date - Month Year). |
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| Expense Report Process Date Quarter | This is the Post date of the payable batch in which the Expense Report is included (Aggregate Date - Quarter). |
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| Expense Report Process Date Quarter Year | This is the Post date of the payable batch in which the Expense Report is included (Aggregate Date - Quarter Year). |
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| Expense Report Process Date Time | This is the Post date of the payable batch in which the Expense Report is included (Aggregate Date - Time). |
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| Expense Report Process Date Week | This is the post date of the payable batch in which the Expense Report is included (Aggregate Date - Week). |
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| Expense Report Process Date Year | This is the Post date of the payable batch in which the Expense Report is included (Aggregate Date - Year). |
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| Expense Report Receipt Count Link | This is the number of receipts attached to the Expense Report. When included in a report, it is now a hyperlink to the corresponding Receipts tab. |
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| Expense Report Receipt Count | This is the total number of receipts attached to the Expense Report. |
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| Expense Report Reimbursable Amount in Base Curr | This is the Reimbursable Amount of the Expense Report in the Base Currency. |
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| Expense Report Reimbursable Amount in User Curr | This is the Reimbursable Amount of the Expense Report in the originator's Reimbursable Currency. |
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| Expense Report Start Date | This is the Start Date of the Expense Report. |
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| Expense Report State | This is the current State of the Expense Report. |
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| Expense Report Title | This is the Title of the Expense Report. |
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| Expense Report Total Amount in Base Curr | This is the Total Amount of the Expense Report in the Base Currency |
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| Expense Report Tracking No | This is the Tracking # of the Expense Report. |
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| Expense Report Workflow | This is the Name of the Expense Report Workflow. |
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Expense Workflow History
Expense Workflow History
| Field Name | Description | Type |
|---|---|---|
| Expense Workflow History Action | This will display the Transition that was used to move the Expense Report from the source State to the destination State. |
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| Expense Workflow History Date Modified | This will display the date and time when the Transition was made. |
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| Expense Workflow History Destination State | This will display the Workflow State to which the Expense Report was transitioned. |
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| Expense Workflow History Source State | This will display the Workflow State from which the Expense Report was transitioned. |
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Expense Workflow History Modified By
Expense Workflow History Modified by User
| Field Name | Description | Type |
|---|---|---|
| Expense Workflow History Modified by User First Name | This will display the First name of the User that performed the Expense Workflow Action |
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| Expense Workflow History Modified by User Last Name | This will display the Last name of the User that performed the Expense Workflow Action |
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| Expense Workflow History Modified by User Name | This will display the User name of the User that performed the Expense Workflow Action |
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Portfolio
Portfolio
| Field Name | Description | Type |
|---|---|---|
| Portfolio | This is the name of the Portfolio associated to the Project. |
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| Portfolio Code | This is the Portfolio Code. |
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| Portfolio Description | This is the Portfolio Description. |
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| Portfolio Id | This is the Id of the Portfolio. |
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| Portfolio Is active | This defines whether the Portfolio is Active. This will show 0 (for suspended) or 1 (for active). |
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| Portfolio Parent | This is the Parent Portfolio. |
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| Portfolio Project Workflow | This is the Portfolio Project Workflow. |
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Project
Project
| Field Name | Description | Type |
|---|---|---|
| Project | This is the Name of the Project. |
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| Project Actual End | This is the Actual End date of the Project; latest Time Entry date. |
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| Project Actual End Month | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month). |
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| Project Actual End Month Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual End Quarter | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual End Quarter Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual End Week | This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week). |
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| Project Actual End Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year). |
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| Project Actual Start | This is the Actual Start date of the Project; earliest Time Entry date. |
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| Project Actual Start Month | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month). |
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| Project Actual Start Month Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual Start Quarter | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual Start Quarter Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual Start Week | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week). |
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| Project Actual Start Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year). |
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| Project Code | This is the Project Code. |
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| Project Company | This is the accounting Company associated to the Project. |
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| Project Contact | This will display the Project Contact Name (Last Name, First Name). If multiple Contacts exist, they will be separated by a --. |
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| Project Date Created | This is the Date and Time the Project was created on. |
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| Project Description | This is the Description of the Project. |
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| Project End | This is the End date of the Project. |
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| Project Health | This is the Health of the Project. |
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| Project Id | This is the Id of the Project. |
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| Project Is Active | This defines whether the Project is Active. This will show 0 (for Suspended) or 1 (for Active). |
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| Project Link | This is the Name of the Project with a link to the corresponding Project Edit page. |
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| Project Parent | This is the Parent Project Name of the Project. |
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| Project Priority | This is the Priority of the Project. |
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| Project Start | This is the Start date of the Project. |
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| Project State | This is the State of the Project. |
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| Project Sum of Allocated Hours | This is the sum of Allocated Hours of a Project (in hours). |
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| Project Sum of Planned Hours | This is the sum of Planned work Hours of a Project (in hours). |
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| Project Tracking No | This is the Tracking # of the Project. |
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| Project Workflow | This is the Workflow associated to the Project. |
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Scope - All Groups
Scope - All Groups
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - All Projects
Scope - All Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - Available Projects
Scope - Available Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Approval Groups
Scope - My Approval Groups
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Functional Group
Scope - My Functional Group
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Portfolios
Scope - My Portfolios
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Projects
Scope - My Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
User
User
| Field Name | Description | Type |
|---|---|---|
| User Address | This is the Address of the User. |
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| User Alternate Phone | This is the Alternate Phone number of the User. |
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| User Alternate Role | This is the Alternate Role of the User. When user has multiple roles, they are displayed as concatenated with -- |
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| User Business Phone | This is the Business Phone number of the User. |
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| User Can Report On Any Client | This defines whether the User can report on any Client (Yes/No). |
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| User Can Report On Any Group | This defines whether the User Can Report On Any Group (Yes/No). |
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| User Can Report On Any Project | This defines whether the User Can Report On Any Project (Yes/No). |
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| User Can Report On Any User | This defines whether the User Can Report On Any User (Yes/No). |
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| User Date Created | This is the date and time when the User account was created. |
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| User Date Modified* | This is the date and time when the User account was last modified. |
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| User Description | This is the Description of the User. |
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| User Email | This is the Email address of the User. |
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| User Fax | This is the Fax number of the User. |
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| User First Name | This is the First Name of the User. |
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| User Gender | This is the User Gender. |
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| User Hire Date | This is the Hire Date of the User. |
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| User Holiday Set | This is the holiday set of the User. |
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| User Id | This is the Id of the User. |
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| User Is Active | This defines whether the User is Active (Yes/No). |
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| User Is Decommissioned | This defines whether the User is Decommissioned. This will show 0 (for not decommissioned) or 1 (for decommissioned). |
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| User Is Suspended | This defines whether the User is Suspended. This will show 0 (for not suspended) or 1 (for suspended). |
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| User Language | This is the Language of the User. |
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| User Last Evaluation Date | This is the Last Evaluation Date of the User. |
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| User Last Login Date | This is the date and time when the User last logged into the system. |
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| User Last Name | This is the Last Name of the User. |
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| User Logon Name | This is the Logon Name of the User |
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| User Mobile | This is the Mobile phone number of the User. |
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| User Name | This is the User Name (Last Name, First Name). |
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| User Next Evaluation Date | This is the Next Evaluation Date of the User. |
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| User Pager | This is the Pager number of the User. |
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| User Payment Method | This is the Default Payment Method of the User. |
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| User Primary Role | This is the Primary Role of the User. |
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| User Resource Type | This is the name of the (current) Resource Type. |
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| User Resource Type Id | This is the Id of the (current) Resource Type. |
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| User Security Role | This is the Security Role of the User. |
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| User Service Date | This is the Service Date of the User. |
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| User Termination Date | This is the Termination Date of the User. |
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| User Title | This is the Title of the User. |
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| User Type | This is the Type of the User. |
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Note: User Date Modified refers to the date when any changes are made to the User properties found in the Details tab, including its General, Personal, and Security sub-tabs. Modifications can include entering or selecting a new value for a field, updating, or deleting an existing value. This also covers changes made to associated User Defined Fields within the Details tab and its sub-tabs. It is noteworthy to mention that the User Date Modified fields are also triggered when a User Profile is saved without any modifications.
User Approval Group
User Approval Group
| Field Name | Description | Type |
|---|---|---|
| Approval Group Default Task | This is the Approval Group Default Task of the User. |
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| Approval Group Description | This is the Approval Group Description of the User. |
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| Approval Group Id | This is the Approval Group Id of the User. |
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| Approval Group Is Active | This defines whether the Approval Group is Active (Yes/No) |
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| Approval Group Name | This is the Approval Group Name of the User. |
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User Currency
User Currency
| Field Name | Description | Type |
|---|---|---|
| User Currency Code | This is the Currency Code. |
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| User Currency Description | This is the Currency Description. |
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| User Currency Symbol | This is the Currency Symbol. |
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