You can now add Cost Estimate data to Reports, allowing users to export cost data into downstream systems, and visualize program costs across moves!
Adding Cost Estimate Data to Reports
To get started, you would need to create a Report by doing into Dashboards > Reports > Click on "+" > and select Build my own report.
Choose Mobility Case as the data you'd like to report on and click Make Report.
In the Report, select Cost Estimates as an Additional Data Source. Add Columns by clicking on "+". This allows you what data you want to pull from the chosen sources.
💡Note: Narrow down the report by adding Filters. You can also rearrange the Columns by dragging and dropping them. Learn more about Reporting here!
Cost Estimate data that can be added to Reports:
Cost Estimate data that can be added to Reports:
Cost Estimate Bonus
Cost Estimate Home City Name
Cost Estimate Home Family Size
Cost Estimate Home state Province Name
Cost Estimate Host Family Size
Cost Estimate Host State Province Name
Cost Estimate Host Family Size
Cost Estimate Host State Province Name
Cost Estimate Salary
Cost Estimate Start Date
Cost Estimate Type
Is Primary
Tax Calculation Method
Cost Estimate Home Country 2 Character Code
Cost Estimate Host Country 2 Character Code
Cost Estimate Home Country ISO Code
Cost Estimate Host Country ISO Code
Cost Estimate Total in Calculation Currency (Amount or Currency)
Calculation Total in Home Currency (Amount or Currency)
Calculation Total in Host Currency (Amount or Currency)
Calculation Total in System Currency (Amount or Currency)
Line Items
Line Item Name
Line Item Second Subsection
Line Item Subsection
Line Item Section
Overridden
Prorated
Recurrence
Line Item Total in Calculation Currency (Amount or Currency)
Line Item Total in Home Currency (Amount or Currency)
Line Item Total in Host Currency (Amount or Currency)
Line Item Total in System Currency (Amount or Currency)
Annual Line Item
Year
Year of Move
Annual Amount in Calculation Currency (Amount or Currency)
Annual Amount in Home Currency (Amount or Currency)
Annual Amount in Host Currency (Amount or Currency)
Annual Amount in System Currency (Amount or Currency)