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Smart Office Ad Hoc Reporting

Pam Slikas, Financial Systems &

Integration Manager

Pam.Slikas@advocatehealth.com

Advocate Health CareAdvocate 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

• 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 Browsers

Info Browser IdeasGeneral 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

Conditional Styling

Filter boxes Data View

Conditional Styling

with Hyperlinks

Totals

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

�Populate from top

down

�Once you skip an

index field it stops

reading the index

�Most efficient way

to run a query

�Choose the Index most relevant to the data

you are accessing

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 ResultsFilter Data View

Conditional Formatting

with HyperlinksConditional Formatting

Totals

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 themFilter 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