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Analytics Feature

Features and Capabilities

  1. The Analytics feature is only available to those in the Financial Transaction Approver role or those that were requested specifically by the Chief Business Officer.
  2. The analytics role has a variety of reports that can very useful for reporting purposes. This feature allows the user access current and past expense reports, including BOTH Out of Pocket reimbursements as well as PCard Transactions/Reconciliations.
  3. It can be accessed by clicking on the menu button in the top left corner (the three horizontal lines next to the white and blue ‘CHROMERIVER’) and selecting the Analytics feature from the drop down list.

The Home Menu with the Analytics option highlighted 

  4. Once inside the Analytics portal, you will see the following list of Standard Reports to choose from:
The folder list of the Analytics Feature 


5. Please visit our website for the Using Analytics in MyExpenses guide-- this shows the most commonly used reports, their general purpose, and the fields that are available in each report.


Building your report guidelines

 

  1. To select a report, double click on the desired report from the list and it will open the reporting features.
    1. Example: Open Approval report
The Open Approval Report after selecting from the folder menu 


  2. Each report will provide different filter options that you can customize on the left.

  3. Each report will also provide different items that are included on the report and available fields that can be added.
    1. To ADD a field to your report, select it from the ‘Available Columns’ and select the arrow to move it to the ‘Included Columns’

The Available Columns and Included Columns list with the button to include a column highlighted 



  b. To REMOVE a field from your report, select the field from the ‘Included Columns’ and select the arrow to move it to the ‘Available Columns’.

The Available Columns and Included Columns list with the button to remove an included column highlighted 


  4. Once you have selected your filters and fields, you can then select the form to export your report on in the “Output” section.

The output options including HTML Excel PDF and HTML Active Report 

  5.Once all of your fields have been customized, you can then select the “Run Report” or you can “Reset” all of your fields to start over.

The Reset and Run Report Buttons 

** Extra Helpful Tips **

 

  1. Some report are better to be exported in excel, then filtered for more detailed results based on your EBO or department.
  2. Department = HR Org Department (the first option in the list of HR Org Department fields)
  3. EBO = HR Org Department Extra Data 1 (the third option in the list of HR Org Department fields)
  4. The Notes field for PCard reports will be listed under the “Description” field
  5. If a report has been recalled, its original creation date can still be found under the “Date Created” field

 

 

PCPS strongly encourages you to review the MyExpenses training information (videos,pdfs, and FAQ’s)

 

If you have any questions about MyExpenses, please contact PCPS.