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Lesson 19: Report on Meals With Allocations

In this lesson we will learn how to build an ANALYTICS report about meals—specifically, a report on the associated matters/allocations.

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)

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 measures (SUM):

  • Header (Segment) - LineItem (Segment) – LineItem Matter (Segment) – Amount
  • Note: If there is a split allocation for the amount, the report will display the breakdown among allocations
  • Add the following fields to the report as dimensions (BY) to get External Guest info:
  • Header (Segment) - LineItem (Segment) – LineItem Matter (Segment) – Matter (Segment) – Matter Number
  • Header (Segment) - LineItem (Segment) – LineItem Matter (Segment) – Matter (Segment) – Matter Description

Repeat Values On Every Line

In the example above, values like Expense Owner and Report ID are only listed once for each group of line items. To have them display on each line item, follow these steps:

On the Format tab, in the Features group, select REPEAT SORT VALUE.

Change Output Format to Excel

By default, the output of the report will be HTML. To change the output to Excel, click on the Format tab, then select EXCEL in the Output Types group.

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 19: Reporting on Meals With Allocations."

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

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