Lesson 17: Report on Meals – Internal Guests

In this lesson we will learn how to build an ANALYTICS report about meals—specifically, a report on the Internal Guests added to a meal expense.

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) – Expense Owner (Field)
Header (Segment) - ReportID
Header (Segment) - LineItem (Segment) – LineItemType (Segment) - Expense (Field)
Header (Segment) - LineItem (Segment) – Business Purpose (Field)

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.

Add the following fields to the report as dimensions (BY) to get Internal Guest info:
Header (Segment) - LineItem (Segment) – LineItem Person (Segment) – Meal Person (Segment) – Meal Person
Header (Segment) - LineItem (Segment) – LineItem Person (Segment) – Meal Person (Segment) – Username
Header (Segment) - LineItem (Segment) – LineItem Person (Segment) – Meal Person (Segment) – CUSTOMERUNIQUEID
Header (Segment) - LineItem (Segment) – LineItem Person (Segment) – Meal Person (Segment) – Email Address
Header (Segment) - LineItem (Segment) – LineItem Person (Segment) – Meal Person (Segment) – Title

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 17 – Reporting on Internal Meal Guests."

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