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Licensing
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User access
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BI Reports
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Report Menu Section:-
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To Edit a Report
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Clicking this button will open the Report in a CSV Format.
This option is only available if the selected report has no parameters, otherwise the 'View' option must be used and then this option can be used from the report viewer window.
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Clicking this button will open the Report in a Excel Format.
This option is only available if the selected report has no parameters, otherwise the 'View' option must be used and then this option can be used from the report viewer window.
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Clicking this button will open the Report in a PDF Format.
This option is only available if the selected report has no parameters, otherwise the 'View' option must be used and then this option can be used from the report viewer window.
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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.
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If you would like to filter the report there is a filter by each field.
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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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Add Button Window Section:-
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Give the report a name and put it in a category.
If you want to edit the available categories then click the pencil icon.
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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.
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These Arrows will allow the User to Navigate through the Report on the Main Report Window:
| Field Name | Field Limits and Notes |
| Go To First Page | Clicking this button will take the User to the First Page of the Report |
| Go To Previous Page | Clicking this button will take the User to the Previous Page of the Report |
| Go To Next Page | Clicking this button will take the User to the Next Page of the Report |
| Go To Last Page | Clicking this button will take the User to the Last Page of the Report |
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Clicking this button will bring up the Find Text Screen. This can be used to look for Specific Text String in the Main Report.
| Field Name | Description |
| Find What | Enter the information you would like to search for. |
| Find Next | Click this button to find the next occurrence of the values entered in the Find What field (if there is one). |
| Cancel | Click this button to Close this screen. |
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Clicking this button will display a context menu that will give you 11 different Zoom options for the Main Report Window:-
| Field Name | Description |
| Page Width | This Zoom option will fit the Report page Width Wise on the Main Report window |
| Whole Page | This Zoom option will fit the Report page Entirely on the Main Report window |
| 400% | 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% |
| Customize | This Zoom option will allow the User to enter a Custom Zoom Value between 25% and 400% |
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| Table of Contents |
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The Business Intelligence component system offers two options
BI Enquiries
BI Reports
What are BI Enquiries
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 alongside an application version update.
What are BI Reports
BI Reports are a set of reports combining "system reports" provided with your application by ourselves and reports 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, as PDF or Excel files they 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.
Can I design my own BI Reports?
Yes, there is a report write module available, this is not included with the standard BI module.
Can I see what it looks like
Yes, there are links below to youtube videos that provide you with an overview of the modules.
Do these require licenses?
Yes, there are two available licenses available for each application in Vision Suite.
Reporter - Use existing reports and have new reports written by the Vision team without the need for an application release.
Report Designer - this is a fairly advanced report writing tool however you can create your own reports directly from the data.
What if I do not have the experience to create my own reports?
For a nominal sum, we can prepare them for you and load them onto the system.
More Information
Click the links below