Real-Time Reporting

If required, you can augment the data derived from datasets in your report with real-time data. This is useful during month-end or year-end periods of your reporting cycle when you might add in journal corrections that require immediate review.

Once configured, your real-time reporting query retrieves any transactions added in Accounting after the last time your source dataset was refreshed, and inserts them into your report, where they are integrated into any report calculations, such as totals and subtotals.

Note:

Any missing details or anomalies in your real-time data are replicated in the Analytics data that uses this source real-time data to populate your datasets.

Adding Real-Time Data

To configure real-time data in your report, perform the following steps:

  1. From your report layout, navigate to | Real-Time Data Configuration.
  2. Specify your report query. By default this is Transaction. This ensures that the source of your real-time data matches the data derived from your selected datasets when both data sources are combined in your report.
  3. Specify the position of your real-time data in your report. Available options are:
    1. Above. This inserts a row of real-time data above its counterpart derived from a dataset.
    2. Below. This inserts a row of real-time data below its counterpart derived from a dataset.
    3. Combine. Real-time data and dataset data are merged in the report.
  4. [Optional] You can apply a range of formatting options to differentiate between the two sources of data in your report. For more information, see Formatting Reports.
  5. [Optional] Select whether to display the last time the dataflow supplying your Analytics data was refreshed in your report layout. To do this, select Show Dataflow Refresh Date.

Data Restrictions

When adding real-time data to data derived from your source dataset, refer to the points below for guidance on data mapping restrictions:

  • To avoid errors when adding real-time data to your reports, we recommend that you do not modify the Transaction dataset.
  • When combining real-time and dataset data, only count and sum aggregate functions are supported.
  • You cannot report on more than 49,999 transactions in real-time. If your volume of transactions exceeds this number, refresh your dataflow to add these transactions to your report dataset.
  • Non-groupable fields and formula fields cannot be mapped for real-time reporting.
  • Only fields contained in lenses with global filters applied can be mapped for real-time reporting.

Drilling to Real-Time Records

You cannot drill to view details of transaction document number records such as journals or billing documents in Accounting if these records are derived from real-time data. These records are displayed as non-hyperlinked in your report. If you want to drill through to view details of a transaction document number record, perform the following steps:

  1. From your report, click the transaction name entry adjacent to the transaction document number that you want to view.
  2. In the related list for the transaction, click the transaction document number record that you want to view.