smart office ad hoc reporting - workoutloud · smart office ad hoc reporting pam slikas, financial...
TRANSCRIPT
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
