Report Designer: Engagement Binder variables

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The Report Designer Engagement Binder variables display information on reports about the engagement binders setup for a client. The following tables list all of the currently available variables, what they output, and where the information is retrieved from within the application.

See also: Variables overview

Variable name Data content/source Format Variable syntax
Beginning Date The Beginning date field on Setup > Engagement Binders Date [EngagementBinder.BeginningDate]
Completion Date The Completion Date field on Setup > Engagement Binders for Audit type engagements only Date [EngagementBinder.CompletionDate]
Days Remaining The calculated value for the number of days remaining between the system date and the completion date on Setup > Engagement Binders for Audit type engagements only Number [EngagementBinder.DaysRemaining]
Ending Date The Ending date field on Setup > Engagement Binders Date [EngagementBinder.EndingDate]
Engagement Binder Name The Engagement Binder name field on Setup > Engagement Binders Text [EngagementBinder.Name]
Note Count The calculated value of the number of notes on the binder

Note: This is the number of notes on the binder itself, not the total number of notes contained on all levels within the binder

Number [EngagementBinder.NoteCount]
Period End Date The Period Ending date field on Setup > Engagement Binders Date [EngagementBinder.PeriodEndDate]
Period Frequency The Period Frequency field on Setup > Engagement Binders.

Note: This information flows to this screen from Setup > Clients > Accounting Information tab

Text [EngagementBinder.PeriodFrequency]
Public Entity The Public entity checkbox on Setup > Engagement Binders for Audit type engagements only Yes/No [EngagementBinder.PublicEntity]
Report Release Date The Report release date field on Setup > Engagement Binders for Audit type engagements only Date [EngagementBinder.ReportReleaseDate]
Binder Status The Status field on Setup > Engagement Binders Text [EngagementBinder.Status]
Binder Type The Type field on Setup > Engagement Binders Text [EngagementBinder.Type]
Variable name Data content/source Format Variable syntax
Folder Level The numerical level of the folder within the binder Number [EngagementBinder.Folder.Level]
Folder Name The name of the folder in the engagement binder Text [EngagementBinder.Folder.Name]
Folder Note Count The calculated value of the total number of notes on a folder

Note: This is the number of notes on the folder itself, not the number of notes contained within the folder

Number [EngagementBinder.Folder.NoteCount]
Parent Folder Level The numerical level of the parent folder within the binder Number [EngagementBinder.Folder.ParentFolderLevel]
Parent Folder Name The name of the folder in which the folder is contained Text [EngagementBinder.Folder.ParentFolderName]
Assigned Staff ID The Staff ID of the staff member assigned to the notes on the folder, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Folder.Notes.AssignedtoStaffID]
Created by Staff ID The Staff ID of the staff member who created the note on the folder, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Folder.Notes.CreatedbyStaffID]
Note Priority The priority level of the notes on the folder (low, normal, or high), from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Folder.Notes.Priority]
Note Status The status of the notes on the folder (open, cleared, or reviewed), from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Folder.Notes.Status]
Note Subject The Subject field of the note on the folder from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Folder.Notes.Subject]
Note Date The date of the details on the note on the folder, from the Notes Portlet on the Workpapers Dashboard Date [EngagementBinder.Folder.Notes.Details.Date]
Note Details The text of the details on the note, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Folder.Notes.Details.Note]
Note Staff ID The Staff ID of the person on the details text field of the note on the folder, from the Notes Portlet on the Workpapers Dashboard Text [EngagmentBinder.Folder.Notes.Details.StaffID]
Variable name Data content/source Format Variable syntax
Assigned Staff ID The Staff ID of the person assigned to the note on the engagement binder, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Notes.AssignedtoStaffID]
Created by Staff ID The Staff ID of the person who created the note on the binder, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Notes.CreatedbyStaffID]
Created Date The date the note was created on the binder, from the Notes Portlet on the Workpapers Dashboard Date [EngagementBinder.Notes.CreatedDate]
Note Priority The priority level of the note on the binder (low, normal, or high), from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Notes.Priority]
Note Status The status of the note on the binder (open, cleared, or reviewed), from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Notes.Status]
Note Subject The text in the subject field of the note on the binder, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Notes.Subject]
Note Date The date of the details on the note on the binder, from the Notes Portlet on the Workpapers Dashboard Date [EngagementBinder.Notes.Details.Date]
Note Details The text of the details on the note on the binder, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Notes.Details.Note]
Note Staff ID The Staff ID of the person who added details to the note on the binder, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Notes.Details.StaffID]
Variable name Data content/source Format Variable syntax
Recycle Bin Workpaper Name The names of the workpapers in the Recycle Bin in the binder, from the Engagement Binders Tree Portlet on the Workpapers Dashboard Text [EngagementBinder.RecycleBin.Workpaper.Name]
Recycle Bin Workpaper Reference The references of the workpapers in the Recycle Bin in the binder, from the Engagement Binders Tree Portlet on the Workpapers Dashboard Text [EngagementBinder.RecycleBin.Workpaper.Reference]
Recycle Bin Workpaper Status The status of the workpapers in the Recycle Bin in the binder, from the Engagement Binders Tree Portlet on the Workpapers Dashboard Text [EngagementBinder.RecycleBin.Workpaper.Status]
Variable name Data content/source Format Variable syntax
Staff Access Staff Access section on Setup > Engagement Binders Yes/no [EngagementBinder.StaffAssignment.Allow]
Staff Access Method Outputs “All Staff” or “Selected Staff” based on the Staff Access section on Setup > Engagement Binders Text [EngagementBinder.StaffAssignment.Method]
First Name The first name of the staff member(s) with access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffFirstName]
Full Name (fist, middle initial, last) The full name (first, middle initial, last) of the staff member(s) with access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffFullNameFirstMILast]
Full Name (first, middle, last) The full name (first, middle, last) of the staff member(s) with access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffFullNameFirstMiddleLast]
Full Name (last, first, middle initial) The full name (last, first, middle initial) of the staff member(s) with access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffFullNameLastFirstMI]
Full Name (last, first, middle) The full name (last, first, middle) of the staff member(s) with access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffFullNameLastFirstMiddle]
Staff ID The staff ID of the staff member(s) who have access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffID]
Last Name The last name of the staff member(s) who have access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffLastName]
Middle Initial The middle initial of the staff member(s) who have access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffMiddleInitial]
Middle Name The middle name of the staff member(s) who have access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffMiddleName]
Suffix The suffix of the staff member(s) who have access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffNameSuffix]
Staff Title The title of the staff member(s) who have access to the binder from Setup > Engagement Binders and Setup > Firm Information > Staff Text [EngagementBinder.StaffAssignment.StaffTitle]
Variable name Data content/source Format Variable syntax
Staff First Name The first name of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffFirstName]
Staff Full Name (first, middle initial, last) The full name (first, middle initial, last) of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffFullNameFirstMILast]
Staff Full Name (first, middle, last) The full name (first, middle, last) of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffFullNameFirstMiddleLast]
Staff Full Name (last, first, middle initial) The full name (last, first, middle initial) of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffFullNameLastFirstMI]
Staff Full Name (last, first, middle) The full name (last, first, middle) of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffFullNameLastFirstMiddle]
Staff ID The staff ID of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffID]
Staff Last Name The last name of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffLastName]
Staff Middle Initial The middle initial of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffMiddleInitial]
Staff Middle Name The middle name of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffMiddleName]
Staff Suffix The suffix of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffNameSuffix]
Staff Title The title of the staff member assigned to the document from the Workpaper Properties Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.AssignedtoStaffTitle]
Delete on Finalize Delete on finalize checkbox on the Workpaper Properties dialog Yes/no [EngagementBinder.Workpaper.DeleteonFinalize]
Workpaper Name The name of the workpapers in the binder, from the Workpaper Properties Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Name]
Note Count The calculated number of notes on the workpaper Number [EngagementBinder.Workpaper.NoteCount]
Parent Folder Level The numerical level of the folder that contains the workpaper Number [EngagementBinder.Workpaper.ParentFolderLevel]
Parent Folder Name The name of the folder that contains the workpaper Text [EngagementBinder.Workpaper.ParentFolderName]
Reference The reference of the workpaper from the Workpaper Properties Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Reference]
Roll Forward Treatment The selection made in the Roll Forward treatment option in the Workpaper Properties Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.RollForward]
Status The current status of the workpaper from the Engagement Binder Tree portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Status]
Note Assigned to Staff ID The staff ID of the staff member assigned to the note on the workpaper, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Notes.AssignedtoStaffID]
Note Created by Staff ID The staff ID of the staff member who created the note on the workpaper, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Notes.CreatedbyStaffID]
Note Created Date The date the note on the workpaper was created, from the Notes Portlet on the Workpapers Dashboard Date [EngagementBinder.Workpaper.Notes.CreatedDate]
Note Priority The priority of the note on the workpaper (low, normal, high), from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Notes.Priority]
Note Status The status of the note on the workpaper (open, cleared, reviewed), from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Notes.Status]
Note Subject The subject of the note on the workpaper from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Notes.Subject]
Note Detail Date The date of the details of the note on the workpaper, from the Notes Portlet on the Workpapers Dashboard Date [EngagementBinder.Workpaper.Notes.Details.Date]
Detail Note The text of the details of the note on the workpaper, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Notes.Details.Note]
Detail Staff ID The staff ID of the staff member who added details to the note on the workpaper, from the Notes Portlet on the Workpapers Dashboard Text [EngagementBinder.Workpaper.Notes.Details.StaffID]
Signoff Date The date the signoff was added to the workpaper, from the Engagement Binders Tree Portlet or the Workpapers List Portlet Date [EngagementBinder.Workpaper.Signoffs.Date]
Signoff Description The description of the signoff on the workpaper, from Setup > Firm Information > Signoff Types Text [EngagementBinder.Workpaper.Signoffs.Description]
Signoff Role The role of the signoff on the workpaper (preparer or reviewer), from Setup > Firm Information > Signoff Types Text [EngagementBinder.Workpaper.Signoffs.Role]
Staff First Name The first name of the staff member who added a signoff to the workpaper, from the Engagement Binders Tree Portlet or the Workpaper List Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.Signoffs.StaffFirstName]
Staff Full Name (first, last) The full name (first and last) of the staff member who added a signoff to the workpaper, from the Engagement Binders Tree Portlet or the Workpaper List Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.Signoffs.StaffFullNameFirstLast]
Staff Full Name (last, first) The full name (last and first) of the staff member who added a signoff to the workpaper, from the Engagement Binders Tree Portlet or the Workpaper List Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.Signoffs.StaffFullNameLastFirst]
Staff ID The staff ID of the staff member who added a signoff to the workpaper, from the Engagement Binders Tree Portlet or the Workpaper List Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EngagementBinder.Workpaper.Signoffs.StaffID]
Staff Last Name The last name of the staff member who added a signoff to the workpaper, from the Engagement Binders Tree Portlet or the Workpaper List Portlet on the Workpapers Dashboard and Setup > Firm Information > Staff Text [EnagementBinder.Workpaper.Signoffs.StaffLastName]

See also: Report Designer: Procedures

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