Finance Reports

Data Source

• Information within this report is pulled from the course bookings

Report Purpose

• The information provided will give you details on which courses have been booked for the date range you require and show costs and the provider of training

Details Required for Running Report

• As a minimum the system requires you to input the below information for the report to be extracted;

  • Start Date (of booked course)

  • End Date (of booked course)

Ignore Date Range filter is not available for this report

Report Information Output

• Delegate Name

• Cost Centre/Client Name (TMS Client)

• Employee Number

• Job Title

• Employment Company

• Contracting Company

• Course Name

• Course Duration

• Net

• VAT

• Gross

• Booked Date

• Start Date

• End Date

• Organisation/Client

• Location/Project

• Provider

• Course Location

• Employee Category Meaning (Adhoc, permanent, part time, etc)

• AIS Booking Ref No

• Project Task Code

• PO Number

• TA Booked By

• Notes

• Supplier (of training)