Creator Quick-Start Guide

Use this quick-start guide if you have the Creator user type in Emburse Analytics. Creators can copy, edit, schedule, and share reports and dashboards.

For navigation and standard Viewer workflows available to all users, see the Emburse Analytics Quick-Start Guide. For Viewer and Creator roles, see Emburse Analytics User Types And Roles.

To share content with others, copy or save reports and dashboards to a folder your organization can access, such as your organizational folder. For folder access details, see Folder Contents and Access .

Explore from Here

Explore from Here displays an existing report or dashboard tile in explore mode so you can adjust fields, filters, and layout for ad-hoc analysis without changing the source.

Explore from Here does not change the original report or dashboard. To keep your changes, save the explore. If you leave without saving, your changes are not retained.

Explore from Here vs. Copy

Use each option for a different outcome:

Explore from Here: Choose this for temporary or ad-hoc analysis when you want to investigate data without creating a lasting copy first. You can save later if you want to keep the results, including saving just one tile from a dashboard.
Copy: Choose this when you need a persistent custom version of a standard report or dashboard that you will edit, schedule, or share over time. A copy does not receive later updates made to the original.

Use Explore from Here for Reports

Open a report (standard or custom).
Select the Gear (Explore Actions), then select Explore from Here.

Emburse Analytics displays the report in explore mode and retains the current filters.
Add or remove fields, change filters, or adjust the layout as needed.
To keep your version, select the Gear (Explore Actions), then select Save > As a Look.

To discard changes, exit without saving.

Use Explore from Here for Dashboards

Each dashboard tile has its own Explore option. The option displays when you hover over the tile.

Hover over a dashboard tile, then select the Compass (Explore) button to explore only that tile's data.

When you are ready to keep the result, select the Gear (Explore Actions), then select Save.

Select As a Look to save only the tile, or select To an existing dashboard or As a new dashboard to add the edited tile to an existing dashboard or a new blank dashboard.

Saving from Explore from Here does not overwrite the original dashboard.

Schedule Dashboards

If your user type permits scheduling, you can schedule a dashboard delivery.

Select Dashboard Actions (three dots) in the upper right, then select Schedule Delivery.

If you already have schedules, select New in the Schedules pane.

In the Schedule Delivery pane, set the parameters, then select Save.

For complete scheduling guidance, see Schedule a Report or Dashboard.

Customize Standard Dashboards

Users with Creator permissions can customize standard dashboards by copying a dashboard and editing the copy.

Select More Actions (three dots) to the right of the dashboard you want to customize, then select Copy.

Select the destination folder, then select Copy Here.

Open the copied dashboard from the destination folder.

Select Dashboard Actions (three dots), then select Edit Dashboard.
A bar at the top of the page indicates that you are in Edit mode.

Add Dashboard Filters

Select Filters, then select Add Filter.

In Filter By, start typing the field name, then select the field from the list.

Select the filter options, then select Add.

Add Dashboard Visualizations

You can customize dashboard visualizations by duplicating an existing tile and editing the duplicate or creating a new tile.

In a tile, select Tile Actions (three dots), then select Duplicate Tile.

In the duplicate tile, select Tile Actions (three dots), then select Edit.

To create a new tile, select Add in the upper right, then select Visualization.

Example Custom Visualization

This example creates a department trend chart by duplicating the Expense Spend By Export Month tile and selecting Edit.

In Find A Field, search for Part Of Dept, then select Expense Owner > Dimensions > Part Of Dept.

For fields you do not need, select the settings control in the column header, then select Remove.

After you keep only the needed fields, select Run in the upper right.

Use the Visualization bar to change how the data displays.

Name the chart, then select Save in the upper right.

Resize a tile by dragging its bottom right corner.

Move a tile by dragging it from the top left corner.

When you are finished, select Save in the upper right.

Schedule Reports

If your user type permits scheduling, you can schedule a report from the folder.

In the folder, select More Actions (three dots) to the right of the report you want to schedule, then select Schedule.

In the Schedule window, select New.

Set the schedule options, then select Save All.

For complete scheduling guidance, see Schedule a Report or Dashboard.

Customize Standard Reports

Users with Creator permissions can customize standard reports by copying a report and editing the copy.

Select More Actions (three dots) to the right of the report you want to customize, then select Copy.

Select the destination folder, then select Copy Here.

Open the copied report from the destination folder.

Select Explore Actions (gear), then select Edit.
A bar at the top of the page indicates that you are in Edit mode.

Add a Field

In the field list, browse or search for a field, then select it to add it to the report.
The new field displays as a column on the far right side of the report.
Data does not display in the new field until you select Run.
If the field is a Dimension, you can reorder it in the Data section. If the field is a Measure, it stays pinned on the far right.