Lesson 18: Report on Meals – External Guests

In this lesson we will learn how to build an ANALYTICS report about meals—specifically, a report on the External 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)

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.

• Add the following fields to the report as dimensions (BY) to get External Guest info:
• Header (Segment) - LineItem (Segment) – LineItem External Person (Segment) – External Person
• Header (Segment) - LineItem (Segment) – LineItem ExternalPerson (Segment) – Title
• Header (Segment) - LineItem (Segment) – LineItem External Person (Segment) – Company

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 18 – Reporting on External Meal Guests."

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