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 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: | Widget Connector |
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| url | https://www.youtube.com/watch?v=v02qZQYR9cU&t=1s |
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| Widget Connector |
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| url | https://www.youtube.com/watch?v=gmb6uLzUTnM&t=3s |
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BI Enquiries & Reports Creating your own BI report
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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. |