Page 24 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

7. Press the Stop button, then press the Save button and enter the settings as
indicated below:
Settings
Report Info
Name
Current Posted Revenue by Customer
Description
Displays current revenue, sorted by
Customer, based on posted data for all
billing types
Folder
MyCo Reports

8. Press the Save Report Info button.

Activity 2.4 – Create a new ExpressView Report: Project

MyCo’s Contracts department wants to create a detailed report of labor and
expense costs by project, including what has been invoiced to the customer as
well as what is eligible for billing but has yet to be invoiced. The “Project Transactions”
report shows most of the needed information, but without the status of the underlying
timesheet or expense report documents. Login as Donna S. Planner, Project Viewer
(dsplanner/welcome) to create the requested report.

Activity Steps

1. Navigate to Reports > Analytics.
2. Press the +Create New Report button and select ExpressView.
3. In the Fields section of the Data Pane, expand the Project Labor and Expense
folder.
4. Expand the data category PRJ: Labor and Expense Details.
5. Drag and drop the data fields shown below into the Design Pane in the order
listed from left to right: (Hint: Use the filter icons in the Data Pane to quickly find
desired fields.)

Customer Vendor
Project Task Doc Person Transaction Cost Cost Billable
Code Name Type Status Invoicing Invoicing Username Date Element Amount Amount
Number Number

6. Open the radial menu for the column Project Code and select Group.
7. Open the radial menu for the column Task Name and select Group.
8. Open the footer menu in the Cost Amount column and select “Sum for Cost
Amount”.
9. Open the footer menu in the Billable Amount column and select “Sum for
Billable Amount”.
10. Open the radial menu in the column header Project Code and select Filter.

LESSON 2: ANALYTICS EXPRESSVIEW REPORTS
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