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BI Enquiries vs BI Reports


  • BI Enquires are a set of standardised 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 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 combining "system reports" provided with your application by ourselves and reports
which
  • that 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.



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 screen.
     
Click the links below for more information: