Embedded Analytics (EA) (Video, 17m 5s) are real time reports that are embedded within the transaction system and represent real-time data. Users select a tile on the launchpad (PSU resource) to access an Embedded Analytics report. Entering selection criteria into the report header filters narrows the results.

Reporting tool traits do not vary when they are being utilized in the different financial ledgers. The functionality of a report is always the same no matter what ledger the reporting task is related to.

Different filters or different dimensions may appear in a report, based on the report’s financial ledger, but the functionality of the report remains the same. For example, a Funds Management report will include a “Commitment Item” filter whereas a Grants Management report includes a “Sponsored Class” filter option. However, the filters will work the same way.

Report data can be viewed in either an Embedded Analytics reporting tool or in a Business Objects (BOBJ) reporting tool.

Customize, Save, and Share an Embedded Analytics Report

The following instructions explain how to use some of the functions of an Embedded Analytics report.

Adjust selection criteria that appear on an Embedded Analytics report: Report Header Functions (PSU resource)
Discover the five means to narrow the data on an Embedded Analytics report: How to Narrow the Data in an Embedded Analytics Report (PSU resource)
Resize, sequence, freeze, sort, add, or remove columns in an Embedded Analytics report: How to Modify Embedded Analytics Report Columns (PSU resource)
Save a report to return to it later: Saving a Customized Report (PSU resource)
Send or export a report: How to Share an Embedded Analytics Report (PSU resource)
View, manage, or remove customized reports: Managing Variants (PSU resource)
Use the Common Cost Center/Funds Center Reporting (PSU resource) to search criteria fields in an Embedded Analytics report
Review best practices when using the reporting tool: SIMBA Reporting Tips and Best Practices for Embedded Analytics (Video 8m 47s)
Study simulations and hands-on guides for Embedded Analytics: Embedded Analytics Simulations and Hands-on Guides (PSU resource)
Share the various reports you create with SIMBA end users: Custom Reporting: Sharing Views (EA) (PSU resource)