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Chrome River ANALYTICS Ad Hoc Reporting Tutorials

Analytics reports allow you to easily access, review and analyze expense, invoice and corporate information whenever you need it. Although the system provides an extensive collection of standard reports, it is also possible to create ad hoc analytics reports from scratch. These are completely customizable, allowing you to aggregate data in myriad configurations.

The tool you will use to create ad hoc reports is WebFOCUS InfoAssist, a Web-based application with an interface similar to that of Microsoft Office. There is no software to install, and the tool can be accessed through the Administration menu of the Chrome River application by any user with appropriate permissions. You will be able to

  • Create simple and complex queries, reports and charts from multiple enterprise information sources
  • Publish reports and share them with others in your company
  • Convert reports to charts or charts to reports
  • Analyze multiple reports and charts simultaneously, tiling them to view data from multiple perspectives
  • Generate reports in HTML, Adobe Flash/Flex, Adobe PDF, Microsoft Excel or PowerPoint, WebFOCUS Active Technology reports (for offline analysis) and other formats

The tutorials below comprise an immersion course on the creation of ad hoc reports. (For a crash course, see Build a Basic Ad Hoc Report). Each lesson offers step-by-step instruction on a different aspect of ad hoc reporting, with the overall goal being the ability to complete the tasks listed above.

Access the Chrome River Ad Hoc Report Creator

Guide to Using Functions

Lesson 1: Create a Summary Expense Report

Lesson 2: Create a Drill-Down Report

Lesson 3: Add Headers and Footers to the Drill-Down Detail Report

Lesson 4: Create a Date Filter

Lesson 5: View Expenses by Month

Lesson 6: Create a Defined Field (GL Natural Segment)

Lesson 7: Define a Conditional Field – Year-on-Year Comparison

Lesson 8: Report On Meal Guests

Lesson 9: Time Differences – Time to Approve a Report

Lesson 10: Aging Buckets – Credit Card Transactions

Lesson 11: User-Defined Attributes, Viewing Receipts, and Conditional Formatting – Audit Report

Lesson 12: Email Distribution – Returned Reports

Lesson 13: Working with Compliance Tables

Lesson 14: Schedule a Report – Daily Report of High-Cost Meals

Lesson 15: Basic Charting – Nonbillable Expenses by Year

Lesson 16: Advanced Charting – Compliance Warnings by Person with a Drill-Down

Lesson 17: Report on Meals – Internal Guests

Lesson 18: Report on Meals – External Guests

Lesson 19: Report on Meals With Allocations

Lesson 20: Report on Meals by Expense Owner’s Office

Lesson 21: Create an Unused Firm-Paid Items Notification

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