Advanced Reporting End User Guide
Reporting Overview
What are the products (PG DW, customized Tableau site)
When an MS agreement includes reporting, a standard data warehouse and Tableau site are created. If the customer wants custom fields, they are selected during Appbuilder configuration and created/synced in the DW.
A custom data source must be created to make custom fields available in Tableau.
What are our offerings
- Standard reports are accessible via a tlink in the client's UI. "locked down" reports in the client_datawarehouse project in Tableau. Automatic update with each release.
- Custom reports are accessible via a tlink in the client's UI. "locked down" reports in the Onit Custom Reports project in Tableau. Custom reports are not automatically updated with each release.
- Sales sells Tableau viewer licenses.
- Tableau Explorer – Direct access to the Tableau environment for web editing of existing reports, and can be published to the Client Custom Reports project in Tableau.
- Tableau Desktop – Tableau development environment. The expectation is that users will be trained as Tableau developers, be able to work independently, and produce work that deploys best practices and understands how actions can cause performance issues on the shared Tableau server.
Security
Our clients can have complex security requirements, which currently need to be added as a customization to Tableau reporting. We are working hard at Onit to create a seamless and consistent security model for both Onit and Tableau reporting.
Automatic Updates to the Reporting Data Warehouse and Standard Reports
Our Advanced Reporting product undergoes 3-4 major releases each year, which include new features, updates, performance improvements, and bug fixes. Bug fixes and updates may also be deployed between major releases based on client needs and our desire to deliver value to our customers continually.
ELM Reports
Reporting Overview
Onit Standard Reports are designed to make analytics intuitive, accurate, and consistent.
- The ELM Standard Reports continue to focus entirely on outside legal spend.
- Our goal is to create a unified user experience across all Tableau reporting suites while providing guidance and thought leadership on data visualization and utilization.
- The ELM Standard Reports are a collection of 40+ dashboards with over 130 sheets, all of which can be found in the Standard Report Template.
- “Suites” are used to group specific dashboards to solve a particular problem or cater to a specific audience.
GC Suite
Provides a high-level overview of spend by geography, open matters, spend over time, preferred vendors, and major matters.
1. Overview
The Overview dashboard provides a high-level overview of spend and blended rates by key dimensions, such as matter country, matter type, vendor, and staff class. It consists of four sheets, including Top 10 Countries by Spend (CY), Top 10 Vendors by Spend (CY), Top 10 Matter Types by Spend (CY), and Staff Class by Spend (CY).
2. Matter Country
The Matter Country dashboard is a geographic representation of matter spend by matter country and matter region. It consists of two sheets: Matter Country Spend and Matter Country Spend Detail.
3. Open Matters
The Open Matters dashboard allows users to quickly visualize where effort is being spent in relation to matter age. It consists of two sheets, including Years Open and Open Matter Detail. Years Open is a percentage of open matters by age and metric, enabling you to see if older matters are contributing significantly to spend. Open Matter Detail displays only open matters; therefore, metrics will not match KPIs that include both open and closed matters.
5. Spend over Time
The Spend over Time dashboard displays the distribution of spend throughout the year. Changing the Date field shows the importance of the date type used. It consists of two sheets: Spend Running Total and Area of Law Detail. The Spend Running Total is the running total of spend. Using the Date Field parameter here, it is interesting to see the effects of the date used. Area of Law Detail is the running total of spend by area of law, with colors indicating concentrations of spend.
27. Preferred Vendor
The Preferred Vendor dashboard displays the amount of Spend CY with specified Preferred Vendors. It consists of two sheets: Preferred Vendor (True/False) and Preferred Vendor Trend Detail.
28. Major Matter
The Major Matter dashboard displays the amount of Spend CY on Major Matters. It consists of two sheets: Major Matter Trend (True vs False) and Major Matter Trend Detail.
29. Major Matter Only
The Major Matter Only dashboard displays a detailed grid of only Major Matters. This report may be blank if major/significant matters are not used. It consists of one sheet: Major Matter Detail.
Reports Fields
For reports in any suite to work correctly and without customization, you must use the out-of-the-box (gold) fields as part of your implementation. If an alternate implementation is required, customization will be necessary.
Filters and Calculations
Filters persist across all dashboards and views in a suite. For the GC Suite, this includes the Area of Law, Matter Type, Matter Country, Matter Name, Staff Class, Vendor Name, and Matter State.
Configuring Default Parameters
Several default parameters can be set for reporting. These include:
- Current Year: You will notice “CY” on filters and reports. This is a shortcut for the Current Year, and this can be set during implementation. Last year, listed as LY on reports, is one year before the current year.
- Date Field: This field specifies whether invoices fall within the current or last year filters. Options include Activity Date, Invoice Date, Received Date, Billing Start Date, and Billing End Date.
- Contact Name
- Contact Email