BI comes with a lot of great reports built for you by the iQmetrix BI Team! In this session, we’ll show you how to leverage BI right away using the Standard Reports within the system. We’ll highlight some of our client favorites and discuss some simple and effective ways to introduce the reports into your business. For customers new to report building, we’ll build a basic report in Report Builder and highlight the data points of the BI Cubes you’ll be using to build reports.
4. We Will Cover…
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What is B.I.? Why B.I.?
Logging In
Home Page Features
Viewing Standard Reports
Creating/Managing Subscriptions
Managing Folder Securities
Creating Linked Reports
Editing Existing Reports
What’s Possible? (Awesome Sauce)
Questions!
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BI
5. Scan Here to access the Session
Handout!
OR tinyurl.com/iQBRIBI
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16. What are Standard Reports?
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Included when you launch
14 Reports
• Inventory Reports (x5)
• Sales and Trends
• Refunds
• Products
• Locations
• Employees
• + Report Builder Template Reports
BI
34. Final Notes on Standard Reports
• These reports are totally open. You may
modify them however you like.
• Customize.
• Steal pieces you like for other reports.
• Make them work for you.
• Coming Soon: New Product Library reports!
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35. •
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What is B.I.? Why B.I.?
Logging In
Home Page Features
Viewing Standard Reports
• Creating/Managing Subscriptions
•
•
•
•
•
Managing Folder Securities
Creating Linked Reports
Editing Existing Reports
What’s Possible? (Awesome Sauce)
Questions!
®
89. ®
Building Reports in Excel
Report Builder (web)
Single repository Backed-up nightly Many users Configurable security Supports highly designed reports -
Excel
- Quickly create Ad Hoc
reports
- Explore your data
- Integrate with existing
spreadsheets
- Security: all or nothing
- Share via copy/paste