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Lesson 13: Working with Compliance Tables

For each person, we want to see how many compliance messages they have triggered relative to the total number of line items that they entered.

Create a Report that Shows the Compliance Errors for Each Person

1. Right-click on the Expense Analysis (Line Item/Matter) object and select NEW > REPORT.

2. Add the following fields to the report as dimensions (BY):

  • Header (Segment) – Owner (Segment) – Expense Owner (Field)
  • Header (Segment) – LineItem (Segment) – Compliance (Segment) – STATUSVALIDATED (Field)
  • Note: 1 = New, 2 = Violation, 3 = Warning, 4 = Validated, 5 = Nonvalidated
  • Header (Segment) – LineItem (Segment) – Compliance (Segment) – Compliance Message (Segment) - MESSAGETYPE (Field)
  • Header (Segment) – LineItem (Segment) – Compliance (Segment) – Compliance Message (Segment) - CompMessageDescription (Segment) – THEVALUESHORT (Field)

3. Note that for each user you can see one line for each compliance error and one line for each transaction that had no error.

4. It is important to include a dimension from each table in the "chain." If you skip a table in the chain, InfoAssist will attempt to build an Inner Join. The result will be only rows that contain compliance errors.

Add LineID as a Measure

  1. Add Header (Segment) – LineItem (Segment) – LineID (Field) as a measure.
  2. In the Query pane, right-click on the Sum Field Container and select COUNT.

Subtotal On Expense Owner

  1. Click on the Expense Owner column and select Subtotal from the Break group in the Field – Expense Owner tab.

Hide Intermediate Columns and Edit the Titles

  1. Right-click on the STATUSVALIDATED column and change the Visibility to Hide.
  2. Repeat the process for MESSAGETYPE.
  3. Change the titles to Compliance Message and Number of Expense Lines.

Save and Run the Report

  1. In the Quick Access Toolbar, click the Save button. Save the report in this location: Content > [Your Company Name] > My Content.
  2. Name the report “Lesson 13 - Working with the Compliance Tables."
  3. In the Quick Access Toolbar, click the RUN button.

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