Legacy In-App Standard and Ad Hoc Analytics Reports

Chrome River's REPORTS link offers users access to our legacy Standard and Ad Hoc reports directly inside the app. To learn more about their replacement, the Emburse Analytics platform, click here. 

• Standard Reports: Although users may still access Chrome River Standard Reports via the ANALYTICS link to the WebFOCUS portal in the menu, those versions are no longer updated or maintained. Additionally, the in-app Analytics Reports feature allows users to schedule Standard Reports, something not available in the WebFOCUS portal.

• Ad Hoc Reports: It is also possible to view and run existing Ad Hoc reports inside the app. However, creating and editing ad hoc reports may only be done through the WebFOCUS portal.

Note: Chrome River's REPORTS link is not accessible from the Chrome River mobile app.

Access Ad Hoc Reports

1. Click the menu icon, then click REPORTS.

2. Click the Ad Hoc tab. Click MY REPORTS for a list of all the ad hoc reports you have created via the ANALYTICS Portal.

3. Click RUN REPORT to run the desired ad hoc report. It will open in a new browser tab.

4. At the bottom of the list you will see any folders you have created in the ANALYTICS Portal.

Click the three-dots icon to rename or delete a folder.

Any changes you make here in the app will be reflected in the ANALYTICS Portal as well; if you delete a folder, it will be permanently deleted.

5. To create or edit an ad hoc report, you will need to access the ANALYTICS Portal via the left navigation menu.

Access Standard Reports

1. Click the menu icon, then click REPORTS.

2. On the Standard tab, click on a report type (Expense, Invoice, Reference) to reveal the associated ANALYTICS reports. The number of report types and reports you see depends on your permissions.

3. The top section allows you to give the report a name and a description if you wish to save the report for future use with the parameters you are about to enter.

Use the arrows to expand or collapse the other sections of the report.

For details on a specific Standard report, see Available Standard ANALYTICS Reports.

Standard Report Filters

Certain Standard Reports offer filter criteria at the top. Depending on your organization's settings, you may be able to add or remove certain filter criteria. The full list of criteria is available only to administrators, who may make criteria available on individual Standard Reports via the ANALYTICS Admin Screen. If you do not see the desired criteria in the list, it may need to be added by your administrator.

• Use the Transaction Date drop-down to select a period of time (Last Month, Last Quarter, Year to Date, etc.)
• Or, click the date boxes to enter specific dates.

Click ADD FILTER CRITERIA to add more ways to filter the data. Selected the desired criteria, then click ADD.

For standard reports that have the option to add Expense Type as a filter, you may select multiple expense types from the drop-down list, one at a time, as well as search for specific expense types by typing all or part of their names.

Customize Standard Report Columns

Each Standard report has a default set of report columns. You may add, remove and rearrange the columns, depending on your organization's settings. The full list of columns is available only to administrators, who may make them available on individual Standard Reports via the ANALYTICS Admin Screen. If you do not see the desired column in the list, it may need to be added by your administrator.

1. Remove: Click the X to the left of the column name to remove it from the report.
2. Add: Click ADD COLUMNS to select additional columns for the report.
3. Re-Order: Touch the three lines to the right of a column name and drag to rearrange where it appears in the order of columns.
   
   

Certain reports offer a GROUP BY feature that allows you to aggregate results by the criteria in the drop-down menu.

Output Format

The Output Format panel lets you decide the format in which you would like to view the report.

• HTML: Opens the report in a new browser tab.
• HTML Active Report: Designed for offline analysis by allowing you to interact with the data using analysis options similar to those found in an Excel workbook
• XLSX: Opens as an Excel file.

• PDF: Opens as a PDF.

Save a Standard Report As A Template

Now that you have customized a standard report, you may save it as a template for future use and share it with other users. For complete details, see Save and Share Standard & Ad Hoc Reports.