Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


There are two areas of BI to consider, BI Enquiries and vs BI Reports.

BI Enquires are a set of standardised

reports

data views provided with your application.

  • These are often lists of data, use the enquiry level filters and column heading filters to find the data you're looking for.
  • These can be easily extracted to Excel for further analysis, other extract formats also exist.
  • It is possible to have these reports modified new enquiries created for your company's specific needs but these changes can only be implemented by ourselves along side an application version update.

BI Reports are a set of

Reports designed (either by a member of the Vision Team or by your own staff) specifically for your own needs.

YouTube Video: reports combining "system reports" provided with your application by ourselves and reports which your own staff can create and share themselves.

  • Reports typically aggregate data and present it in an easily digestible form such as a pie chart, bar graph, etc.
  • These are not ideal for lists of data as the report will become useless, spanning many pages.
  • Although these can be extracted, to PDF or Word are the most useful here as the reports are designed to fit on a page.
  • Excel extract is available, but due to the report formatting, BI Enquiries are much better suited for extracting data for further analysis in Excel.
  • To create your own reports requires a license, see the section below.


See our YouTube video demonstrations to see BI Enquiries & BI Reports in action:

BI Enquiries & Reports

YouTube Video: Creating your own BI report


BI Reports 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 permissions to enquiries and reports, and report designer users are all controlled from the BI Report User Maintenance. 


The following links are to pages describing both the BI Enquiries and BI Reports in more detail:Click the links below for more information

...