![Page 2: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/2.jpg)
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
![Page 3: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/3.jpg)
Info Browsers
![Page 4: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/4.jpg)
• 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
![Page 5: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/5.jpg)
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
![Page 6: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/6.jpg)
Example Info Brower
Conditional Styling
Filter boxes Data View
Conditional Styling
with Hyperlinks
Totals
![Page 7: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/7.jpg)
What will you query?�Finding the table name
CTRL-SHIFT-O
![Page 8: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/8.jpg)
Building an Info Browser
![Page 9: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/9.jpg)
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)
![Page 10: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/10.jpg)
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
![Page 11: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/11.jpg)
Fields - Choose�Select the columns
to display
![Page 12: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/12.jpg)
�Change Field Labels
�Rearrange Fields
�Resize Fields
�Search for Fields ~
�Apply Filters
�Add Related Table Data
![Page 13: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/13.jpg)
Fields - Add�Ability to create calculations
![Page 14: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/14.jpg)
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
![Page 15: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/15.jpg)
Criteria - optional�Filter your data
�Criteria can be
edited
![Page 16: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/16.jpg)
Conditions - optional�Filter data
�Hover over the
condition to see
the parameters
![Page 17: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/17.jpg)
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
![Page 18: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/18.jpg)
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
![Page 19: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/19.jpg)
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.
![Page 20: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/20.jpg)
Totals�Add totals to amount fields
�Calculation is based off records displayed on
screen
![Page 21: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/21.jpg)
Sort�Click on the column heading to sort
numerically or alphabetically
�Add a custom sort
![Page 22: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/22.jpg)
Send Select Data to a Work List�Select data lines from info browser
�Right Click – Open selections in a work list
![Page 23: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/23.jpg)
Work List Review
![Page 24: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/24.jpg)
Conditional Styling�Edit the info browser
�Go to fields
�Right click on a field
�Choose new style
![Page 25: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/25.jpg)
Create a Condition�Select the target field
![Page 26: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/26.jpg)
Add Formatting�Select a color
�Apply to a field or a row
![Page 27: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/27.jpg)
Finalize Conditional Style�Add a name and description
![Page 28: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/28.jpg)
Results after formatting
![Page 29: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/29.jpg)
How do I build a hyperlink?
�Add a conditional style personalization to a
target field
![Page 30: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/30.jpg)
Create a Condition�Select the target field
![Page 31: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/31.jpg)
Add Hyperlink Formatting�Webpage, Lawson form, imaging software,
document, JE support, etc.
![Page 32: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/32.jpg)
Finalize Conditional Style
![Page 33: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/33.jpg)
Final ResultsFilter Data View
Conditional Formatting
with HyperlinksConditional Formatting
Totals
![Page 34: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/34.jpg)
Bonus – Export Hyperlinks to Excel�Change your ISO setting to links
![Page 35: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/35.jpg)
Excel with Hyperlinks to OnBase
![Page 36: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/36.jpg)
Info Browsers can be saved as Widgets
• You need administrator rights to publish widgets
![Page 37: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/37.jpg)
No Admin Rights – Share or Export!
![Page 38: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/38.jpg)
List Forms
![Page 39: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/39.jpg)
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
![Page 40: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/40.jpg)
Accessing List Forms� If list forms are enabled they automatically
display when you access themFilter Data View
Fields
![Page 41: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/41.jpg)
No List Forms?�Settings – Infor
Lawson
� If you can’t
change, then your
ADMIN disabled
list forms
![Page 42: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/42.jpg)
List Form – Column Selection�Tools – Personalization – Choose Columns
�Select, rename, filter and arrange data the
same way as info browsers
![Page 43: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/43.jpg)
Data Personalization Filters�Similar to info
browsers
– Set criteria
– Add conditional
styles
– Add conditional
style hyperlinks
– Apply a custom
sort
![Page 44: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/44.jpg)
Add Totals to Amounts
� Right click in the
amount field
� Check “Show Total”
![Page 45: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/45.jpg)
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
![Page 46: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/46.jpg)
Edit the List�Select item and apply changes while in a list
view
![Page 47: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/47.jpg)
Edit List in Excel� Install Excel Addin for ISO
�Make and upload mass changes
![Page 48: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/48.jpg)
Accessing the Toolbox�Add quick links to related forms, data views,
drill around, custom links or form actions
Add links to the toolbox
![Page 49: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/49.jpg)
Send Select Data to a Work List�Select specific items
� Launch form
![Page 50: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/50.jpg)
Work List Review
![Page 51: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/51.jpg)
Data Views�Filter on the list as desired
�Save the data view
![Page 52: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/52.jpg)
Manage Data Views�Export individual data
views
�Delete data views
Utilizing Export from the Tools – Personalization – Export will export all lists for a form
![Page 53: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/53.jpg)
Import Data Views�Tools – Personalization – Import
![Page 54: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/54.jpg)
Other Reporting Tips
![Page 55: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/55.jpg)
Make GL290 drillable�Apply Hyperlink conditional styling to
transactions
�We drill into OnBase for AP images and JE
backup
![Page 56: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/56.jpg)
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
![Page 57: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/57.jpg)
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.
![Page 58: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/58.jpg)
What are Variables?�Ability to add quick links that can be used as
filters on info browsers and lists
![Page 59: Smart Office Ad hoc Reporting - Workoutloud · Smart Office Ad Hoc Reporting Pam Slikas, Financial Systems & Integration Manager Pam.Slikas@advocatehealth.com. Advocate Health Care](https://reader034.vdocuments.us/reader034/viewer/2022042805/5f5f6640092ebb19fa11d43f/html5/thumbnails/59.jpg)
Building Variables�Start box – Type Variables
�Can be built Globally, on a Role, or by a User