Sel Crit Include Transactions For

All check boxes are checked by default. Uncheck if you do not want to see expense transactions from either expense report or financial documents. Uncheck Item or Expense if you do not want to include those Vendor Invoice transactions.

If the Expense Report check box is unchecked, the following will be disabled in the criteria:

Include Expense Reports filter
Payment Method filter
Show Payment Method option in Reporting Options filter
Document Type "ER - Expense Report" option in Document filter

If the Financial Documents check box is unchecked:

Document Type "ER - Expense Report" will be only enabled option in Document filter

If you have a Financial license, you will have access to this selection criteria and can choose if you want to see transactions for Expense Reports only, Financial Documents only (Journal Entry (Historical Data Load generated only) and Vendor Invoice lines), or both Expense Reports and Financial Documents.

If you have a non-financial license, you will not have access to this selection criteria and the report will include all transactions from Expense Reports and Financial Documents.

Note regarding Saved/Shared reports:

If report was created with Financials license, and you run the report with a non-Financials license, then the report will include the document type selections saved in the report definition.

If report was created with non-Financials license, and you run the report with a Financial license, then the report will include all available data matching the rest of the criteria regardless of the document type.