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Run Travel and Reimbursement Reports

Fiscal Approvers in Chrome River have access to run travel and reimbursement reports. Internet Explorer is the optimal browser for this tool.

To access the reporting tool: log into Chrome River, click Administration and then Analytics Reporting. To access the Help section for standard and ad hoc reports, click Help once logged into Chrome River, and then “Chrome River ANALYTICS.”

Step by Step

Pre-Approval Request Tracking (Chrome River)

    1. Log into Chrome River and launch reporting.

      1. Log in to Chrome River. (Bookmark this page for quick access)
      2. In the menu at the top, select Advanced > Analytics Reporting.
    2. Load the report and specify filters.

      1. Under the Standard Reports tab, in the Reports list at the left side of the screen, select Pre-Approval Request Tracking.
      2. Specify the selection criteria, such as the Submit Date, Expense Owner, and/or Status. Tip: Type in a few characters and click on the magnifying glass to see the available options for a specific filter.
      3. Click the Find Requests button. This loads a list of pre-approvals. Keep the default selection (“All”) or select a specific pre-approval (Ctrl+ or Shift+ for multiple items). 
    3. Select an output type, view report results, and refine.

      1. Select the output type HTML Active Report. This report type opens quickly within a new browser tab and provides additional options to filter and sort. 
      2. Click the Tracking button to view report results.
      3. Click on the triangle to the right of any column name (such as Approver or Approval Status) to sort or filter. 
      4. Additional functions such as charting, pivot tables, and export options are also available by right-clicking on the triangle.

Inquiry: My Approvals (Chrome River)

Use Inquiry to show My Approvals (Approved and Returned). Employees who have profiles within Chrome River, and have approval responsibilities, can run Inquiry reporting to see approved and returned expense items for selected date ranges, and specific expense owners. Inquiry: My Approvals also allows you to View Expense Reports, Receipts, and copy expenses to paste into other documents.

    1. Log into Chrome River and Select Inquiry.

      1.	Log into Chrome River and Select Inquiry Image

    2. From your Inquiry Dashboard, select >My Approvals and click Run Report.

      Image 2.	From your Inquiry Dashboard, select >My Approvals and click Run Report” src=”http://procurement.vcu.edu/wp-content/uploads/sites/2483/02-Inquiry-Myapprovals.png” width=”700″ height=”680″ /></a></p>
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<h3>Determine the criteria you would like Chrome River to search. You can see all approved and returned items by selecting the date range, and clicking Run Report; as well as see approved and returned items for one individual expense owner.</h3>
<p><a href=Image 3.	Determine the criteria you would like Chrome River to search

    3. You have a series of options available for each expense report. Click on the specific line item for further information.

      1. View Expense Report PDF:  Cover Page, Full Report, Report with Notes

        Image: a.	View Expense Report PDF:  Cover Page, 	Full Report, Report with Notes

      2. View Receipts for accompanying expense report.

        Image: b.	View Receipts for accompanying expense report.

      3. If you choose to use the Group Option, the Copy to Clipboard and View PDF features are available for use.

        Image: c.	If you choose to use the Group Option

        Summary: An overview of Spent and Approved Amounts
        All and Details: Expense Owner, Expense, Report Name, Submit Date, Action Date, Action, Spent Amount, Approved Amount (for each line in the specified report)

      4. View PDF

        Image: View PDF

        Summary: a basic view of the Expense Report name, spent amount, and approved amount.

        Image: Summary: a basic view of the Expense Report name, spent amount, and approved amount

        All and Details: an advanced PDF of expense owner, expense type, report name, submitted date, action date, action, spent amount and approved amount. 

        Image: All and Details

Open Approvals (Chrome River)

    1. Log into Chrome River and launch reporting.

      1. Log in to Chrome River. (Bookmark this page for quick access)
      2. In the menu at the top, select Advanced > Analytics Reporting.
    2. Load the report and specify filters.

      1. Under the Standard Reports tab, in the Reports list at the left side of the screen, select Open Approvals.
      2. Specify the Office Code (the three-digit code that represents your school or business unit in Banner) or Department Code (four digits). Alternately, leave these filter fields blank to view all results, noting that this may result in a longer run time for the report.
      3. Remove unnecessary report columns (such as Rule ID) by selecting the column name in the Included Columns pane and clicking the Left Arrow button. Columns can also be rearranged using the Up and Down Arrow buttons.
      4. Select a Group Column, such as Approver or Department (optional).
    3. Select an output type, view report results, and refine.

      1. Select the output type HTML Active Report. This report type opens quickly within a new browser tab and provides additional options to filter and sort. 
      2. Click the Run Report button to view report results.
      3. Right-click on the triangle to the right of any column name (such as Approver Name or Department) to sort or filter.
      4. Additional functions such as charting, pivot tables, and export options are also available by right-clicking on the triangle.

Submitted Expense Reports (Chrome River)

    1. Log into Chrome River and launch reporting.

      1. Log in to Chrome River. (Bookmark this page for quick access)
      2. In the menu at the top, select Advanced > Analytics Reporting.
    2. Load the report and specify filters.

      1. Under the Standard Reports tab, in the Reports list at the left side of the screen, select Submitted Reports.
      2. Select a date range from the drop-down menu or specify a custom date range.
      3. Add additional Report Columns, such as Owner Office or Expense Creator Name, if desired.
      4. Select a Group Column, such as Expense Owner Name or Expense Creator Name (optional).
    3. Select an output type, view report results, and refine.

      1. Select the output type HTML Active Report. This report type opens quickly within a new browser tab and provides additional options to filter and sort. 
      2. Click the Run Report button to view report results.
      3. Review expense report detail (scanned receipts, allocation summary, and business purpose) by selecting View (in the last column) for any line item. Note that if you select Cover Page or Full Report from this dropdown, the allocation summary represents the index that is specified within Chrome River. Always refer to Banner for final allocation amounts, indexes, and accounts.
      4. Additional options such as filters, charts, pivot tables, and sort are available by right-clicking on the triangle to the right of the column name.

Unsubmitted Expense Reports (Chrome River)

    1. Log into Chrome River and launch reporting.

      1. Log in to Chrome River. (Bookmark this page for quick access)
      2. In the menu at the top, select Advanced > Analytics Reporting.
    2. Load the report and specify filters.

      1. Under the Standard Reports tab, in the Reports list at the left side of the screen, select Unsubmitted Reports.
      2. Specify the selection criteria, such as the Date Range, Office Code (the three-digit code that represents your school or business unit in Banner), or Expense Owner. Tip: Type in a few characters and click on the magnifying glass to see the available options for a specific filter.
      3. Remove unnecessary Report Columns (such as Currency Code) by selecting the column name in the Included Columns pane and clicking the Left Arrow button. Columns can also be rearranged using the Up and Down Arrow buttons.
      4. Select a Group Column, such as Expense Owner or Office Name (optional).
    3. Select an output type, view report results, and refine.

      1. Select the output type HTML Active Report. This report type opens quickly within a new browser tab and provides additional options to filter and sort. 
      2. Click the Tracking button to view report results.
      3. Review the unsubmitted expense report detail (scanned receipts, allocation summary, and business purpose) by selecting View (in the last column) for any line item. Note that if you select Cover Page or Full Report from this dropdown, the allocation summary represents the index that is specified within Chrome River. Always refer to Banner for final allocation amounts, indexes, and accounts.
      4. Additional options such as filters, charts, pivot tables, and sort are available by right-clicking on the triangle to the right of the column name.

Expense Report Tracking (Chrome River)

    1. Log into Chrome River and launch reporting.

      1. Log in to Chrome River. (Bookmark this page for quick access)
      2. In the menu at the top, select Advanced > Analytics Reporting.
    2. Load the report and specify filters.

      1. Under the Standard Reports tab, in the Reports list at the left side of the screen, select Expense Report Tracking.
      2. Specify the selection criteria, such as the Submit Date, Expense Owner, and/or Approver. Tip: Type in a few characters and click on the magnifying glass to see the available options for a specific filter.
      3. Click the Find Reports button. An additional Parameters section appears.
      4. Click the Run button. This loads a list of expense reports. Keep the default selection (“All”) or select a specific report (Ctrl+ or Shift+ for multiple items). 
    3. Select an output type, view report results, and refine.

      1. Select the output type HTML Active Report. This report type opens quickly within a new browser tab and provides additional options to filter and sort. 
      2. Click the Tracking button to view report results.
      3. This report automatically groups by Expense Report ID, and shows each line item and each step in the approval process. The most recent step in the approval process appears on the bottom row(s) for any specific Expense Report ID. Review the expense report detail (scanned receipts, allocation summary, and business purpose) by selecting View (in the last column) for any line item. Note that if you select Cover Page or Full Report from this dropdown, the allocation summary represents the index that is specified within Chrome River. Always refer to Banner for final allocation amounts, indexes, and accounts.
      4. Additional options such as filters, charts, pivot tables, and sort are available by right-clicking on the triangle to the right of the column name.

Expense Analysis (Chrome River)

    1. Log into Chrome River and launch reporting.

      1. Log in to Chrome River. (Bookmark this page for quick access) Note: This report only works in Internet Explorer 9.x on the PC. If using a different platform or browser, similar data can be obtained (visually) through the Dashboard tab.
      2. In the menu at the top, select Advanced > Analytics Reporting.
    2. Load the report, specify filters, and organize columns.

      1. Under the Standard Reports tab, in the Reports list at the left side of the screen, select Expense Analysis.
      2. Specify the selection criteria, such as the Submit Date, Office (school or business unit), Expense Category, and/or Report Status. This report has many filters available. Click on the edge of the Filters pane to scroll down to additional filters such as Expense Owner and Matter. Tip: Type in a few characters and click on the magnifying glass to see the available options for a specific filter.
      3. Add additional columns to this report by select a column name in the Available Columns pane and clicking the Right Arrow button. Rearrange columns by selecting a column name in the Included Columns list and clicking the Up or Down Arrow button. Note: the term “Matter” (Matter Number, Matter Name) refers to the VCU Banner Index.
    3. Select an output type, view report results, and refine.

      1. Select the output type HTML Active Report. This report type opens quickly within a new browser tab and provides additional options to filter and sort. 
      2. Click the Tracking button to view report results.
      3. Additional options such as filters, charts, pivot tables, and sort are available by right-clicking on the triangle to the right of the column name.

For More Information

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