Tactical Report Transition Recommendations There are many nuanced use cases for all reports. We believe that during the transition from Chrome River Reporting to Emburse Analytics, it is best to take a fresh eye and innovate your organization’s data collection processes. Use these tactical report recommendations to understand how you can achieve some of the most popular use cases in the most efficient and effective way—which in some cases might include a completely different approach. This is by design. As a rule, we recommend using Emburse Analytics to innovate a true spend-analytics strategy and to use more appropriate tools for those times when bulk data extraction is necessary. To Transition... We Recommend... Standard reports Emburse Analytics Report Reference Reports that are scheduled Scheduling a Report or Dashboard Reports for receipt packs Image Integration API for EXPENSEImage Integration API for INVOICE Reports for exporting bulk exported data for import into other systems Export Builder OREmburse Connect for Analytics Reports for exporting bulk accrual data for import into other systems Emburse Connect for Analytics Reports to show admins or approvers outstanding items Reports to answer questions about volume and productivity of the expense system Reports to review configuration data for gaps Custom Admin dashboard to highlight trends, answer common requests for information, and identify anomalies in configuration or workflows. Reports that export bulk accrual or exported data for various organizational units to report on spend trends and metrics by team, project, BU, etc. Customize a consistent-spend-trend dashboard for all and grant access to stakeholders. Bursted reports Review the use case first, then identify the true outcome and whether Emburse Analytics is the right tool. If it is, use Emburse Analytics Pro for bursting capability. Ad hoc or custom reports that were built a long time ago Review the use case to determine if that report is still necessary and what the most effective replacement could be, keeping in mind that an entirely different approach may ensure the best outcome. Was this article helpful? Yes No