Example: Create a Custom Report for Cost-of-Hire Totals

Administrator Guide

This example illustrates how to configure a custom report that provides cost-of-hire totals for a job requisition.

You approve the supplier invoice and expense reports associated with your job requisition for a Marketing Director role. You then want to create a custom report to:

Compare actual and forecasted spend to adjust totals as needed.

Estimate cost averages for the job profile so that you can plan for headcount.

Approve supplier invoices and expense reports.

Add the relevant security groups on the

Journal Lines

report data source.

Security: Custom Report Creation
domain in the System functional area.

Access the

Create Custom Report

task.

Enter these values:

Option	Description
Report Name	Spend Totals for Marketing Director Role
Report Type	Advanced
Data Source	Journal Lines

Click

On the

Columns

tab, select Company
from the

Field

prompt.

Add rows with these

Field

values:

Accounting Date

Expense Report

Job Requisition

Ledger/Budget Debit minus Credit

Supplier Invoice Document

On the

Filter

tab, add a row in the

Filter on Instances

grid and enter these values:

Option	Description
And/Or	And
Field	Job Requisition
Operator	in the selection list
Comparison Type	Value specified in this filter
Comparison Value	Select the job requisition for the Marketing Director role.

Click

and

Run

Specify these values:

Option	Description
Company	Select the company for which you submitted candidate expenses and recruiter fees.
Year	Select the year in which you submitted the candidate expenses and recruiter fees.

Click