Custom Reports Datasets Cheat Sheet: Financial
Budgeted Revenue Detail
Account Type
Class ID
Class Name
Client ID
Client Name
Company ID
Company Name
Department Name
Financial Budget
GL Account Full Name
GL Account Name
GL Account Number
GL Parent Account Full Name
GL Parent Account Name
GL Parent Account Number
Month 1
Month 10
Month 11
Month 12
Month 2
Month 3
Month 4
Month 5
Month 6
Month 7
Month 8
Month 9
Office ID
Office Name
Total
GL Cash Transaction Detail Data
Account Manager
Account Type
Class ID
Class Name
Class Name Full
Client Division
Client ID
Client Name
Client Product
Company ID
Company Name
Credit Amount
Date Posted
Date Posted to Ledger
Debit Amount
Department
Direct Application Tran Type
GL Account Name
GL Account Name Full
GL Account Number
Non Billable Project
Office ID
Office Name
Posting Month
Posting Month Name
Posting Year
Project Name
Project Number
Secondary Application Tran Type
Source Company Name
Source Customer ID
Source Transaction Type
Source Vendor ID
Transaction Amount
Transaction Date
Transaction Memo
Transaction Reference
GL Transaction Detail Data
Account Manager
Account Type
Active
Added By
Bought From - Pulls the Purchased From of Credit Card Charges.
Campaign ID
Campaign Name
Class ID
Class Name
Class Name Full
Client City
Client Division
Client Division ID
Client ID
Client Name
Client Product
Client Product ID
Client Sales Person
Client State
Company ID
Company Name
Company Type
Credit Amount
Currency
Date Posted
Date Posted to Ledger
Debit Amount
Department
Department Color
EBITDA Account
Facility Expense
Fee Income Account
GL Account Description
GL Account Name
GL Account Name Full
GL Account Number
GL Company Amount
GL Company Credit Amount
GL Company Debit Amount
HC Credit Amount
HC Debit Amount
HC Transaction Amount
Non Billable Project
Office Color
Office ID
Office Name
Overhead Transaction
Overhead/No Client
Parent Account Name
Parent Account Number
Parent Client ID
Parent Client Name
Payroll Account
Posted By
Posting Month
Posting Month and Year
Posting Month Name
Posting Year
Project Budget
Project Name
Project Number
Project Type
Project Type Color
Source Company Name
Source Customer ID
Source Transaction Type
Source Vendor 1099 Box
Source Vendor ID
Source Vendor is 1099
Source Vendor Name
Transaction Amount
Transaction Cleared
Transaction Date
Transaction Memo
Transaction Reference
Unique Auto Number
Vendor Company Type
Revenue Forecast Details
Account Full Name
Account Name
Account Number
Class Full Name
Class ID
Class Name
Company ID
Company Name
Created By
Department Name
Detail Item At Net
Detail Item Type
Detail Months
Detail Name
Detail Probability
Detail Start Date
Estimate Name
Estimate Number
Forecast Created Date
Forecast Detail Type
Forecast Name
Forecast Start Month
Forecast Start Year
Invoice Line
Item Full Name
Item ID
Item Name
Month 1
Month 10
Month 11
Month 12
Month 2
Month 3
Month 4
Month 5
Month 6
Month 7
Month 8
Month 9
Next Year
Office Full Name
Office ID
Office Name
Prior
Segment Name
Service Code
Service Description
Service Full Description
Spread Expense
Task Full Name
Task ID
Task Name
Total
Updated By
Updated Date
User Name
WIP Posting Detail Data
Class ID
Class Name
Client ID
Client Name
Company ID
Company Name
Company Type
Detail Gross Amount
Detail Net Amount
Detail Transaction Date
Detail Transaction Type
GL Account Name
GL Account Number
GL Credit Amount
GL Debit Amount
GL Reference
Office ID
Office Name
Posting Date
Project Name
Project Number
WIP Comments