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

In this lesson we will learn how to build an ANALYTICS report about meals—specifically, to show the amount spent on meals (breakfast, lunch, dinner) broken down by the office of each expense owner.

Create a New Report

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

• Add the following fields to the report as dimensions (BY):
• Header (Segment) – Owner (Segment) – Owner Flat Entity (Segment) – Office
• Header (Segment) – LineItem (Segment) – LineItemType (Segment) – Expense (Field)

• Add the following fields to the report as measures (SUM):

• Header (Segment) – LineItem (Segment) – Amount

Create a Filter to Show Only Meal Expenses

1. Right-click on the Expense field and select Filter Values.

2. In the Create a Filtering Condition window, double-click on EQUAL TO and select IN LIST.

3. Click on VALUE and be sure the Type is CONSTANT.

4. Click GET VALUES and select ALL. Then add Breakfast, Lunch and Dinner as filter values.

5. Click OK in the Create a Filtering Condition window

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 20: Reporting on Meals by Expense Owner’s Office."

3. In the Quick Access Toolbar, click the RUN button.