Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com
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
Info Browsers
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!
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
Example Info Brower Filter boxes Data View Conditional Styling Totals Conditional Styling with Hyperlinks
What will you query? Finding the table name CTRL-SHIFT-O
Building an Info Browser
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)
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 10.2.1.0.66 or higher
Fields -Choose Select the columns to display
Change Field Labels Rearrange Fields Resize Fields Search for Fields ~ Apply Filters Add Related Table Data
Fields -Add Ability to create calculations
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
Criteria -optional Filter your data Criteria can be edited
Conditions -optional Filter data Hover over the condition to see the parameters
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
Preliminary Result Add filters Add conditional styling Add field totals Add custom sort Add hyperlinks Export Records displayed is a new feature in version 10.2.1.0.66
Filters Use Filter Tokens Use Variables Use a range (12/01/2015->12/31/2015) Use a pipe ( ) (14 15 25) Note: The year field can t be filtered on because it was established using criteria.
Totals Add totals to amount fields Calculation is based off records displayed on screen
Sort Click on the column heading to sort numerically or alphabetically Add a custom sort
Send Select Data to a Work List Select data lines from info browser Right Click Open selections in a work list
Work List Review
Conditional Styling Edit the info browser Go to fields Right click on a field Choose new style
Create a Condition Select the target field
Add Formatting Select a color Apply to a field or a row
Finalize Conditional Style Add a name and description
Results after formatting
How do I build a hyperlink? Add a conditional style personalization to a target field
Create a Condition Select the target field
Add Hyperlink Formatting Webpage, Lawson form, imaging software, document, JE support, etc.
Finalize Conditional Style
Final Results Filter Data View Conditional Formatting with Hyperlinks Totals Conditional Formatting
Bonus Export Hyperlinks to Excel Change your ISO setting to links
Excel with Hyperlinks to OnBase
Info Browsers can be saved as Widgets You need administrator rights to publish widgets
No Admin Rights Share or Export!
List Forms
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: 1616469 provides list of list forms available
Accessing List Forms If list forms are enabled they automatically display when you access them Filter Data View Fields
No List Forms? Settings Infor Lawson If you can t change, then your ADMIN disabled list forms
List Form Column Selection Tools Personalization Choose Columns Select, rename, filter and arrange data the same way as info browsers
Data Personalization Filters Similar to info browsers Set criteria Add conditional styles Add conditional style hyperlinks Apply a custom sort
Add Totals to Amounts Right click in the amount field Check Show Total
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 14 15 27 31
Edit the List Select item and apply changes while in a list view
Edit List in Excel Install Excel Addin for ISO Make and upload mass changes
Accessing the Toolbox Add quick links to related forms, data views, drill around, custom links or form actions Add links to the toolbox
Send Select Data to a Work List Select specific items Launch form
Work List Review
Data Views Filter on the list as desired Save the data view
Manage Data Views Export individual data views Delete data views Utilizing Export from the Tools Personalization Export will export all lists for a form
Import Data Views Tools Personalization Import
Other Reporting Tips
Make GL290 drillable Apply Hyperlink conditional styling to transactions We drill into OnBase for AP images and JE backup
Auto Save PDF files Any report you open as pdf can auto save to a folder of your choice Version 10.2.1.0.77
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.
What are Variables? Ability to add quick links that can be used as filters on info browsers and lists
Building Variables Start box Type Variables Can be built Globally, on a Role, or by a User
Questions?? Pam.Slikas@advocatehealth.com