Generate Travel Detail Report3

Generating Travel Detail Report

You can view the travel details of requests or claims in the Travel Detail Report.

To view the detail report:

On the HR (Finance) menu, under Travel and Expense, click Travel and Expense Reports and on the left navigation pane, click Details Report.

The Travel Detail Report page opens.

In the Employee Search text box, enter the name of the employee whose details you want to view
Click the From Date box and on the calendar that appears, select the date from when you want to view details.
Click the To Date box and on the calendar that appears, select the date up to when you want to view details.
Click Create Report

The Travel Report is generated.

To filter the records:

On the Travel Detail Report page, select the criteria as per your requirements.
In the Employee Search text box, enter the name of the employee whose details you want to view
Click the From Date box and on the calendar that appears, select the date from when you want to view details.
Click the To Date box and on the calendar that appears, select the date up to when you want to view details.

In the Cost Center list box, select the type of cost for which you want to view details.

Note: Fields marked * are mandatory and they cannot be left blank. The following fields are mandatory: Employee Search, From Date, To Date.

Note: To view more filters, click More Filters

In the City text box, select the city from the drop down list box.
In the Branch text box, select the type of branch from the drop down list box
In the Department text box, select the type of department from the drop down list box
In the Division text box, select the type of division from the drop down list box
In the Process text box, select the type of process from the drop down list box
In the Sub-Process text box, select the type of sub-process from the drop down list box
In the Designation text box, select the type of designation from the drop down list box.

Note: To retrieve a list of filters, for each filter, click Select and then select All or given options.

Click Create Report.

Note: Click Reset to reset the configuration from the start

The report is generated for the selected criteria/criterion.

Travel Detail Report

Column	Description
Employee Code	Displays the code of the employee
Employee Name	Displays the name of the employee
Requested Type	Displays the type of request
Requested Date	Displays the date of request
Requested ID	Displays the ID of request
Requested Amount	Displays the amount requested
Requested Advance Amount	Displays the amount requested as advance
Advance Amount Paid	Displays the amount paid as advance
Travel Type	Displays the type of travel - local, national, international
Expense Type	Displays the type of expense
Claim Date	Displays the claim date
Claim Amount	Displays the amount claimed for travel
Advance Paid	Displays the amount paid as advance
Currency	Displays the currency
GL Account Code	Displays the GL Account Code
Cost Center	Displays the cost center to which the employee belongs