Chrome River Legacy ANALYTICS FAQ Below are answers to some of the most frequently asked legacy ANALYTICS questions. Click below each question to make the answer drop down. Q: How do I add custom fields and filters to a Standard report? Customers will see their own custom data elements and expense owner Relationship Attributes in the Report Filters and Report Columns sections. Note that only certain UDAs are visible by default. An administrator with appropriate permissions may show or hide any of the UDAs from the full list via the ANALYTICS Admin screen. UDA Data Elements Your organization's visible Header and Line Item UDAs will appear in the Report Columns section. • Header UDAs are the custom fields users see when creating the expense report. • Line item UDAs are the custom fields users see when adding an expense to the expense report. Relationship Attributes Expense owner Relationship Attributes that use the “Part of” role will also appear in the Report Columns (e.g., Locations, Rules Groups, Projects). For example, a user wishing to filter report results based on an office location would first add the filter criteria “Owner Location Code,” then select the city from the drop-down list. Q: How do I report on Allocation On Selects with Standard Reports? Chrome River offers customers the ability to require users to select one or two suballocations (i.e., "On Selects") for certain allocations when creating an expense report. If your organization requires suballocations, the Expense Analysis standard report allows your ANALYTICS users to view data based on the "On Select" values that were applied during expense entry. Q: How do I share my Ad Hoc report? 1. Right click on the Report name. Select SHARE WITH. 2. Choose the user with whom you wish to share the report. Q: How do I copy a Shared Report to the My Content folder? 1. Right-click on the name of the report in the Shared Content folder. Select COPY. 2. Right-click the My Content folder and select PASTE. Q: How do I create a Date Parameter prompt? 1. Drag the Date Submitted field into the Live Preview. 2. Right-click on the results and select FILTER VALUES. 3. From the drop-down select the Greater Than or Equal To filter value. 4. Click PROMPT and select Prompt using Text Input (Simple). 5. Add the word "START" in the Variable box before "Submit Date." In the Prompt box, choose a name for the start date field you are creating, like "Submit Date From." 6. Repeat Steps 1–4 , but this time select the Less Than or Equal To filter value at Step 3. 7. Add the word "END" in the Variable box before "Submit Date." In the Prompt box, choose a name for the end date field you are creating, like "Submit Date To." 8. When you run the report, you will be able to enter your desired Start and End dates as parameters. Q: How do I repeat values in my Ad Hoc report on every line? BEFORE On the Format tab, select REPEAT SORT VALUE. AFTER Q: How do I change the output format to Excel, PDF, etc.? HTML is selected by default. On the Format tab, select the desired output type. Q: Why do I get an error message when I click the VIEW link? Usually this is because your default web browser is different than the browser you normally use to access Chrome River. The link needs to open in a browser that already has a session of Chrome River open in it. This is remedied in one of two ways: Log into Chrome River in the browser that the link is trying to open in and then click the VIEW link again. Alternatively, you may change the default browser settings for your operating system. It is recommended that you check with your IT team to make sure that this will not violate any security policies first. The default browser should match the browser that you use for Chrome River. Q: Why do I get an error when I try to save a schedule for my Ad Hoc report? Chrome River ANALYTICS' Ad Hoc reporting tool has been enhanced so that reports may now be scheduled using your organization's local time zone rather than defaulting to Coordinated Universal Time (UTC). Because UTC is no longer the default, you will receive an error message if you attempt to schedule an Ad Hoc report without specifying a time zone on the Recurrence tab. See Scheduling a Report for Email Distribution in the Schedule Ad Hoc Reports article. Q: How do I prevent a schedule from sending an email when there is no data on the report? To do this, you simply add a Parameter to the Schedule Task. Parameter Name: ER [i.e., "Empty Report"] Parameter Value: 0 [ i.e., zero, for “do not send empty report” or “empty report off”] Here's how to add a Parameter to a Schedule Task: Here is what it looks like after it is configured: Q: Why didn't I receive my scheduled report? If your report did not arrive in your email inbox, it could be for one of the following reasons: There was a slight delay in sending due to other schedules also sending out reports. Check back in a few minutes. Your email address was not included as one of the recipients, or the schedule did not run because there wasn't any data to send. There was an error with the schedule. Please check the schedule logs on the Ad Hoc report schedule by right-clicking the schedule and selecting VIEW LOGS to ensure there were no errors on the most recent run. If there were errors that you do not understand, please create a Help Desk case. Please note that warnings are not errors. If the report was supposed to arrive at an FTP server, the FTP credentials could be incorrect. Please see Schedule Ad Hoc Reports for more information. The email was blocked by your firm's DMARC authentication protocol to avoid phishing attempts. This occurs when a user includes an email address with their firm's host/domain name in the header of the email sending out from a report schedule. The solution is to make sure that the report schedule uses our recommended from/reply to address of "no-reply@chromeriver.com." Q: Why do I still see bugs or issues that are supposed to be fixed in my saved Standard Report template? When fixes or enhancements are made to a Standard Report, you will need to re-create any templates created from that report in order to take advantage of the updates. Q: What do the EXPENSE Ad Hoc Reporting Object status abbreviations mean? Below are some common abbreviations for Status field values in Ad Hoc Reporting Objects. Approval Status APP Approved DRAF Draft NAM No Action – Moved: Approval steps were reassigned to a different approver NAV No Action – Vacation: Approval steps were reassigned to an approval delegate because the original approver is on vacation NOAC No Action PEND Pending RET Returned Expense Transaction ACT Available to add to an expense report but not yet added DEL Transaction has been deleted FLTR Emailed receipt failed processing NEW Transaction has been created but cannot be added to an expense report yet PEND FOLIO receipt in progress USED Transaction has been added to an expense report Report Status DEL Expense report has been deleted DRAFT Expense report is in Draft status and has not yet been submitted NEW Expense report has just been created RET Expense report has been returned from the routing process SUBM Expense report has been submitted and is in the routing process Routing Status ASSI Assigned COMP Completed NA Not Assigned Status Export CRIN Expense report is in Draft or Pending Approval status EXP0 Ready for Export EXP1 Approved EXPF Exported PAID Paid PART Partially Paid Q: What are the top features of Expense Analysis Ad Hoc Reporting Objects? Complete details can be found in this PDF: Expense Analysis Ad Hoc Reporting Features. Expense Analysis Ad Hoc Reporting Features.pdf400 KB Was this article helpful? Yes No