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 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

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. 

• BI Enquiries
• BI Reports
• BI Report User Maintenance