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Chrome River - Standard Reporting

This article provides step-by-step instructions on Chrome River Standard Reporting.

Running Reports in Chrome River

1. Click the Menu icon.
2. Click Reports.
3. Click Expense or Reference.
   NOTE: Expense refers to reports with transaction details.
   NOTE: Reference refers to reports with user details.
4. Select the expense report type that you would like to create from the menu.
5. Optional: Under Report Filters add a filter.
   1. Click the Add Filter Criteria button.
   2. Click the check box(es) next to all desired filter criteria.
   3. Click the Add button.
6. Under Report Columns click the Add Columns button to add additional columns if needed.
   NOTE: For a description of common column types see Common Column Names and Descriptions below.
7. Under Output Format, select the desired output format for the report.
8. Click Run Report.

Viewing Reports

1. Run a report.
   NOTE: See the steps under Running Reports above.
2. This will generate a report with multiple line items.
3. Click View on the line item you wish to observe.
4. Click the desired viewing method from the pop-up menu.
5. A PDF of the expense report will appear.

Common Column Names and Descriptions

Below is a sample of common column names with their description that can be used when running reports in Chrome River.

• Amount Spent – The amount tied to the expense line
• Allocation Seg 01 – Chart    
• Allocation Seg 03 – Fund
• Allocation Seg 04 – ORG
• Allocation Seg 05 – Account
• Allocation Seg 06 – Program
• Allocation Seg 07 – Activity    
• Allocation Seg 08 – Location
• Allocation Seg 15 – Rule Code
• Allocation Seg 16 – Bank Code
• Allocation Entity 1 Code – Activity Code
• Allocation Entity 2 Code – Location Code
• Allocation Number – Allocation string
• Approved Amount – The amount that has been approved by the unit
• Amount Converted – Amount of transaction converted from foreign currency to USD
• Amount Customer – Amount entered by expense owner
• Approved Date – The time stamp for approval step
• Approval Status – Current status of expense report
• Approver – The individual the expense has been reviewed and approved by
• Assigned – The current individual or group the expense report is being reviewed by
• Business Purpose – Business purpose provided by expense owner or delegate
• Client Name – Allocation string with chart
• Client Number – University chart
• Compliance Response – Explanation provided by document owner to any warning message
• Compliance Date – Date compliance message was responded to
• Currency Spent – Currency of original transaction
• Description – Additional line item description provided on expense report
• Expense Creator – The original creator of the document
• Expense Owner – The owner of the expenses
• Expense Type – The expense type that has been selected for the line item
• Feed Name – Card transaction file
• Firm Paid – Expense line related to a card transaction
• Line Item Status – Status of line item
• Line Item Currency Spent – Currency of line item
• Line Item Currency Converted – Line Item converted to USD
• Line Item Notes – Link to expense report line item
• Line Item Status – Level of compliance message responded to
• Line Number – Line number of item that triggered compliance message
• On Select1 Code – Activity Code
• On Select2 Code – Location Code
• Owner Email – Email of document owner
• Owner Status – Chrome River status of document owner
• Owner UDF 2 – Chart and Org for document owner
• Owner Unique ID – UIN of document owner
• Owner Username – Net Id of document owner
• Pay Me Amount – Amount Due to employee
• Personal – Line Item expense marked as a personal expense
• Report ID – The report number assigned to the Chrome River report
• Report Name – Name assigned to the report by document creator
• Report Status – Status of expense report
• Report To – Expense owners manager reviewer
• Reports To Email – Email address of manager reviewer
• Submit Date – The date the expense report is submitted by the expense owner or delegate
• Transaction Date – Transaction date of line item
• Vendor Name – Vendor that processed card transaction
• View Report – A PDF view of the submitted report and documentation

Alternative Reporting Form

If you are having difficulty with using Chrome River for Running Reports, please use the Alternate Reporting form.