Basic Functions
Anterra E-Mail Management
Manage Anterra E-Mail Notifications Overview Anterra has E-mail notifications for AR Action Items, Procore Action Items, and Unmapped Accounts. Typical menu access is located as shown below. Each client may have customized menus. Click on User Name ...
Consolidation Group Mapping
In AnterraBI™, consolidation groups can represent organizations, entities, divisions, regions, departments, etc. You may group as many of these different organizations together and/or separately as necessary for reporting and analyzation purposes. ...
Pivot Tables in the Excel Export
When exporting a grid to Excel, you will see three tabs along the bottom: the Data, a PivotTable, and PivotChart. Use the PivotTable sheet to easily build a pivot table from the data by choosing fields from the PivotTable Fields list on the right ...
Search for Reports
Click on the Search icon on the top blue bar in order to find and run a report by clicking on a result: See also Changing Filters Hiding Parameters and Document Map Drilling into Numbers and Graphs Using Sort on Grids Using ...
Setting Report Favorites
Set report Favorites from the Favorites icon on the far right of the top bar while a report is showing by clicking on Add to Favorites (indicated by yellow star): Or set Favorites from the report menu by ...
Breadcrumbs/Hover over Graphs
On many graphs, you can hover over a point on a line or on a gauge, and "breadcrumbs" or detailed info of the graph will appear. Click on the graph to drill into the detail of the breadcrumb you are clicking on. See also Changing Filters Hiding ...
Report Testing Menus
Anterra has added a new main heading “Reports to Test” that allows users with the report testing security role(s) to view new Anterra reports that haven’t been released to all of the users in their Anterra system. To keep things organized and easy ...
Data Trimming Security Report
To help clients better understand what end-users see, Anterra has implemented user security audit reports. Reach this area of Anterra’s site by going to Admin, then User Admin, then User Data Trimming Report. This is a Pivot grid allowing clients to ...
Creating a Favorites Menu
Your favorites menu is under the Star icon in the top right of the menu bar, when you click on the star you see all of the menu items you have ‘Favorited' There are 2 ways to add items to your Favorite menu: 1. Click on Add to ...
Set a page as your home page
The favorites and default starting page of Anterra feature has been updated and now allows each user to set their default “Home” page, which loads immediately after login to Anterra. Navigate to the page you want to see when you log in, click on the ...