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BI Reporting is used to create bespoke reports tailored for your Company's needs
  • You can create reports from scratch (or have the Vision Team build them for you)

  • You can amend existing reports (for when you need to add a column or tweak a setting for specific requirement)

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Licensing:
There are two different license modes for this application - Reporter or Designer.
  • Reporter - Use existing reports and have new reports written by Vision team without the need for an application release. 
  • Designer is the Advanced mode - create your own reports directly from the data. 
User Access:
  • User permissions to enquiries and reports, and report designer users are all controlled from the BI Report User Maintenance screen.



Report Menu Section:

  • The following sections describe each of the menu options and the screens they open in more detail.

Click this buttonImage Modifiedto Add a new report.

  • The Create and Upload new report screen will open.

  • This option will only be enabled for Users listed as Report Designers (see below).

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  • Step 1
    • Clicking the blue text (Launch Report Designer) will open the report designer application allowing you to create your report and save it to a location on your PC.

  • Step 2
    • After creating and saving your report, tell us where you saved it by clicking the blue folder icon to the right of this field and navigate to the correct folder.

  • Step 3

    • Give the report a name and put it in a category.

    • If you want to edit the available categories then click the pencil icon.

  • Click the Upload button to upload your report to the BI Reports database.

  • Click the Close button to close this screen.


Click this button Image Modifiedto Edit an existing report.

  • The Edit report and upload screen will open (see below)

  • This option will be enabled for Users listed as Report Designers (see below).

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  • Step 1
    • Clicking the blue text (Launch Report Designer) will open the report designer application allowing you to edit a report and save it.

  • Step 2

    • You can edit the report name and the category prior to uploading your changes.

    • If you want to edit the available categories then click the pencil icon.

  • Click the Upload button to upload your edited report to the BI database.

  • Click the Close button to close the screen.


Click this button Image Modifiedto Delete an existing report.

  • A screen will show asking you to confirm your action.

  • This option will only be enabled for Users listed as Report Designers (see below).


Click this button Image Modifiedto Share an existing report.

  • The Share your reports screen will open (see below).

  • When creating a report, it is automatically shared with the author, from this window you can select the other users/groups to share the report with after uploading. 
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  • Type the username or group name into the correct field and the system will attemp guess which user or group you want to add. Click to select.
    • The users and groups you see will be those valid only for the application you are currently working from.


Click this buttonImage Modified to View an existing report in .pdf format.

  • This will show you a quick preview of the report that you selected.
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To Print the Report

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  • Report Parameters
    • PickConfirmedSince is an example of a Parameter you might find on a report.
      • This one is specific to this report.

    • When creating the reports you have the option of setting the report up with various parameters.
      • These parameters allow the users to input data for running the report, a date from, a date range, a customer code etc.
      • Reports are not limited to a single parameter, all parameters set up against the report are shown in this top section.
      • Some Parameters are mandatory amd will have to be entered prior to loading the report.
        • Depending on how the report author created the report.


Report Controls:

The Report Controls comprise of a fairly standard collection of buttons primarily designed to help you navigate the results of your generated report.

 

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  • The order of the buttons sometimes changes after updates but regardless of the order they allow you to step backwards and forwards through the pages, jump to a specific page, zoon in and out and print the report.


Click this buttonImage Addedto print the currently selected report.

  • This option is only available if the selected report has no parameters.
    • If the report has parameters,
otherwise the
    • use 'View' option
must be used and then this option can be used from the report viewer window.

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To Export the Report into a CSV FormatClicking this button will open the Report in a CSV Format
    • (see above), enter the parameters and select the Print option from the preview.


Click this button Image Addedto Export the report as a .CSV file.

  • This option is only available if the selected report has no parameters
, otherwise the
  • .
    • If the report has parameters, use 'View' option
must be used and then this option can be used from the report viewer window.

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To
    • (see above), enter the parameters and select the Print option from the preview.


Click this button Image Addedto Export the Report into a

Excel Format.Clicking this button will open the Report in a Excel Format

.xlsx format.

  • This option is only available if the selected report has no parameters.
    • If the report has parameters,
otherwise the
    • use 'View' option
must be used and then this option can be used from the report viewer window.

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To
    • (see above), enter the parameters and select the Print option from the preview.

Click this button Image Addedto Export the Report into PDF Format.

Clicking this button will open the Report in a PDF Format.

  • This option is only available if the selected report has no parameters.
    • If the report has parameters,
otherwise the
    • use 'View' option
must be used and then this option can be used from the report viewer window.

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To Expand all ofthe different types of Report Groups that you may have set up for example: Goods Out, Goods In etc. 

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To Collapse all ofthe different types of Report Groups that you may have set up for example: Goods Out, Goods In etc 

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To Search for a specific report.Starting typing the Report Name, the specific Report will show in results area.

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To Refresh the list.Clicking this button will Refresh the window, for example if another user has created a new report while you've been browsing reports, clicking this button will refresh your list to show the new report added.Report Results Section:-

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NB: The text is in grey this means it's a standard Vision report which cannot be modified.The text is in blue this means a user has created the report.
Field NameDescriptionField Limits and NotesReportHere will show the different report names, these are grouped under their categories.

If you would like to filter the report there is a filter by each field.

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CreatorHere will show who created the report. 'System' are standard Vision reports.If you would like to filter the report there is a filter by each field.Favourites

By ticking this box you will add the report to your favourites list. All favourites are moved to the top of the list under a 'Favourites' heading allowing you to easily find your most commonly used reports which is particularly useful when you have a long report list.

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 Field NameDescriptionField Limits and NotesPreviewThis will Refresh the ReportClicking on Preview Button this will Refresh the Report. Report Navigation Buttons:-

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Field NameDescriptionPrint ReportClicking this button will open the Print Dialog Box allowing the User to Print the Report to a PrinterCopyClicking this button will Copy the Report from the Main Report window to the clipboard, this will allow the User to Paste it where they wish toToggle Parameter PaneClicking this button will Toggle the Parameter Pane (the Pane along the left hand side of the window) On or Off.Navigation Arrows

These Arrows will allow the User to Navigate through the Report on the Main Report Window:

Field NameField Limits and Notes
Go To First PageClicking this button will take the User to the First Page of the Report
Go To Previous PageClicking this button will take the User to the Previous Page of the Report
Go To Next PageClicking this button will take the User to the Next Page of the Report
Go To Last PageClicking this button will take the User to the Last Page of the Report
Current Page/Total PageThis section consists of 2 Fields, the first field on the left will show the Current Page and can be modified by the User to show whichever Page they choose.
The second field on the right is the Total Page and will show the Total Number of Pages that are on the generated Report.Find Text Screen

Clicking this button will bring up the Find Text Screen. This can be used to look for Specific Text String in the Main Report.
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Field NameDescription
Find WhatEnter the information you would like to search for.
Find NextClick this button to find the next occurrence of the values entered in the Find What field (if there is one).
CancelClick this button to Close this screen.
Zoom

Clicking this button will display a context menu that will give you 11 different Zoom options for the Main Report Window:-

Field NameDescriptionPage WidthThis Zoom option will fit the Report page Width Wise on the Main Report windowWhole PageThis Zoom option will fit the Report page Entirely on the Main Report window400%This Zoom option will Set the Zoom on the Report to be 400%300%This Zoom option will Set the Zoom on the Report to be 300%200%This Zoom option will Set the Zoom on the Report to be 200%150%This Zoom option will Set the Zoom on the Report to be 150%100%`This Zoom option will Set the Zoom on the Report to be 100%75%This Zoom option will Set the Zoom on the Report to be 75%50%This Zoom option will Set the Zoom on the Report to be 50%25%This Zoom option will Set the Zoom on the Report to be 25%CustomizeThis Zoom option will allow the User to enter a Custom Zoom Value between 25% and 400%
    • (see above), enter the parameters and select the Print option from the preview.


Click these buttons Image AddedImage Addedto expand or collapse any Report Groups you have set up.

  • Any groups that are setup can be collapsed (hidden but shown as a plus icon on the left of the group) or expanded shows all the items with a minus icon.
    • You can collapse or expand individual groups by clicking on the plus or minus icons beside the groups.


Click into the Image Addedfield and enter text to search by.

  • Enter text into the field and press enter.
    • The report manager will show any reports that contain the text that you have entered.
      • The less you type the more reports will be found.
      • If you are still getting too many reports returned, try increasing the complexity of the text you are searching for.


Click theImage Addedbutton to refresh the reports list.

  • If changes have been made to the reports that are not shown, click this button to update the screen.


General BI Reports Manager Reports List Tools.
  • The list of reports is organised in to columns.
    • Each column has a named header (for example Report or Creator).

    • The Reports column shows a list of all Reports (after any filters have been applied).
      • Reports are grouped by their categories.
      • Report names in Grey are system reports.
      • Report names in Blue are created by users.

    • The Creator column shows which user created a report (or whether it is a system report).

    • Check the favourite field to indicate that the report is one you will use often or need quick access to.
      • Favourites are automatically moved to the top of the least so you can find them easily.

    • On the right of each header is a filter icon Image Added
      • An available filter pop up will show the options for the column you selected.
      • Un-check or check all of the options with the All field.
      • Un-check or check individual rows by clicking on one of the fields.
      • Click, hold and drag up or down on the row of 4 dots to make the list longer or shorter.
      • Click, hold and drag up, down, left or right to on the 3 dots aranged in a triangle to make the list shorter, longer, narrower or wider.
      • Click into the Search field and enter text to filter the results by
        • Remove the text to reset the text filter.