BI Overview

• 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 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.

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

  • BI Enquiries & Reports
     

  • 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 Old Format screen.
   

Click the links below for more information:

• BI Enquiries
   

• BI Reports
   

• BI Report User Maintenance