BI Overview

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 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 screen.
Click the links below for more information:
BI Enquiries BI Reports BI Report User Maintenance