Page 8 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

DATA AREA VIEW REQUIRED ROLE(S)
Expenses Rates Administrator
Person Organization Skills P&R Administrator
Person Task Assignments HR Administrator
Plans Time Manager
Project Assignments
Administrators Labor Categories Administrator
Assignments – Notes P&R Administrator
Organization Level Organization Billing Manager
Assignments – Project Pay Codes Billing Viewer
Level Plans Project Approver
Assignments – Task Project Project Manager
Project Level Task Project Lead
Expense Budgets – Time Project Viewer
Project Level
Expense Budgets –
Task Level
Expense Plans
Expenses

Once you have specified a Data Area and View, you will be presented with several
additional tabs for customizing the content and appearance of the report. By default, the
system will display the Report Columns tab first so you can select the data to include in
the report.

FIELD NAME DESCRIPTION CRITERIA OPTIONS
Displays the data options Available Columns – Lists the data options
available to display as columns available based on the selected Data Area and
in the report output, and allows View
the user to select the order in
which the columns will appear Select report columns – Moves selected items
from left to right between Available Columns and Report
Columns
*Requires input as it will
*Report determine what will be displayed Report Columns – Displays the selected
Columns on the report columns in the order in which they will be
displayed on the report

Change report column order – Allows the user
to move selected options in the Report Column
field to the left ↑ or to the right ↓ in the output

Break On – Allows the user to subtotal data
from selected Report Columns; items selected
for a subtotal are marked with §

Lists the Report Columns that Sortable Report Columns – Lists the Report
can be sorted and allows the Columns that can be sorted by the user
user to sort the columns as
Sorting
desired; if Break On has been Select sorted columns - Moves selected items
applied, sort order will be between Sortable Report Columns and Sort
Columns

LESSON 1: ADHOC REPORTS
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