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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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