Smart Office Ad Hoc Reporting

Transcription

1 Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager

2 Advocate Health Care Advocate Health Care 12 Hospitals 10 acute care hospitals 1 children s hospital-two campuses 1 critical access hospital 5 level 1 trauma centers 4 teaching hospitals 2 physician groups with 1,300 physicians 250 sites of care 35,000 Employees including nearly 10,000 Nurses 6, 300 Affiliated Physicians 2

3 Info Browsers

4 Info Browsers Similar to MS Addin s Queries Ability to apply filters Export to Excel Limit of 9,999 downloadable records Screen limit can be adjusted from the standard 250 record limit admin change on user role Ability to create Hyperlinks!

5 Info Browser Ideas General Ledger Journal Control Journal Transactions AU Listing Chart of Accounts Accounts Payable AP Distribution AP Payment Payroll Employee Listing Payroll Distribution Deduction Code List Pay Code List Job Code List Purchasing Capital PO s

6 Example Info Brower Filter boxes Data View Conditional Styling Totals Conditional Styling with Hyperlinks

7 What will you query? Finding the table name CTRL-SHIFT-O

8 Building an Info Browser

9 Building an Info Browser General Tab Enter a title Select the data area Enter a table View as a table or chart Add a form to launch from the info browser (optional)

10 Data Views Ability to have multiple views of a single info browser Views based off the settings saved while defining the info browser New to version or higher

11 Fields -Choose Select the columns to display

12 Change Field Labels Rearrange Fields Resize Fields Search for Fields ~ Apply Filters Add Related Table Data

13 Fields -Add Ability to create calculations

14 Index Choose the Index most relevant to the data you are accessing Populate from top down Once you skip an index field it stops reading the index Most efficient way to run a query

15 Criteria -optional Filter your data Criteria can be edited

16 Conditions -optional Filter data Hover over the condition to see the parameters

17 Links -optional Built in Link Manager Examples link to websites, forms, imaging software Available when you right click on a line in the info browser

18 Preliminary Result Add filters Add conditional styling Add field totals Add custom sort Add hyperlinks Export Records displayed is a new feature in version

19 Filters Use Filter Tokens Use Variables Use a range (12/01/2015->12/31/2015) Use a pipe ( ) ( ) Note: The year field can t be filtered on because it was established using criteria.

20 Totals Add totals to amount fields Calculation is based off records displayed on screen

21 Sort Click on the column heading to sort numerically or alphabetically Add a custom sort

22 Send Select Data to a Work List Select data lines from info browser Right Click Open selections in a work list

23 Work List Review

24 Conditional Styling Edit the info browser Go to fields Right click on a field Choose new style

25 Create a Condition Select the target field

26 Add Formatting Select a color Apply to a field or a row

27 Finalize Conditional Style Add a name and description

28 Results after formatting

29 How do I build a hyperlink? Add a conditional style personalization to a target field

30 Create a Condition Select the target field

31 Add Hyperlink Formatting Webpage, Lawson form, imaging software, document, JE support, etc.

32 Finalize Conditional Style

33 Final Results Filter Data View Conditional Formatting with Hyperlinks Totals Conditional Formatting

34 Bonus Export Hyperlinks to Excel Change your ISO setting to links

35 Excel with Hyperlinks to OnBase

36 Info Browsers can be saved as Widgets You need administrator rights to publish widgets

37 No Admin Rights Share or Export!

38 List Forms

39 List Forms Similar to Info Browsers Ability to save data views Limit of 9,999 downloadable records Screen limit can be adjusted from the standard 250 record limit Admin change on the user role Lists can be shared with other users Some lists can be edited in Excel KB Article: provides list of list forms available

40 Accessing List Forms If list forms are enabled they automatically display when you access them Filter Data View Fields

41 No List Forms? Settings Infor Lawson If you can t change, then your ADMIN disabled list forms

42 List Form Column Selection Tools Personalization Choose Columns Select, rename, filter and arrange data the same way as info browsers

43 Data Personalization Filters Similar to info browsers Set criteria Add conditional styles Add conditional style hyperlinks Apply a custom sort

44 Add Totals to Amounts Right click in the amount field Check Show Total

45 Filtering/Sorting a List Click on the column heading to sort numerically or alphabetically Use Filter Tokens Use Variables Use Range -> 12/01/2015->12/31/2015 Use a pipe

46 Edit the List Select item and apply changes while in a list view

47 Edit List in Excel Install Excel Addin for ISO Make and upload mass changes

48 Accessing the Toolbox Add quick links to related forms, data views, drill around, custom links or form actions Add links to the toolbox

49 Send Select Data to a Work List Select specific items Launch form

50 Work List Review

51 Data Views Filter on the list as desired Save the data view

52 Manage Data Views Export individual data views Delete data views Utilizing Export from the Tools Personalization Export will export all lists for a form

53 Import Data Views Tools Personalization Import

54 Other Reporting Tips

55 Make GL290 drillable Apply Hyperlink conditional styling to transactions We drill into OnBase for AP images and JE backup

56 Auto Save PDF files Any report you open as pdf can auto save to a folder of your choice Version

57 Build a Link to a List Form A link can be created to a specific list form Add screen to favorites or canvas Edit the link (view=list or view=form) Tip -User can turn off list forms in settings, but still build links to specific list forms.

58 What are Variables? Ability to add quick links that can be used as filters on info browsers and lists

59 Building Variables Start box Type Variables Can be built Globally, on a Role, or by a User

60 Questions??