NOTE - this functionality will be available in staging sites by mid-September.
With the October 2024 release, a NEW reporting option was added to QFD called Business Intelligence. For details about the dashboards and reports, reference the QFD Business Intelligence Library Knowledgebase article.
Navigating
From Reports in the left panel, select Business Intelligence.
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Click on one of the provided links to be moved into a dashboard or report.
Dashboards
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Use the Show Filters button to adjust what the filters are using to generate the information for the dashboard. The Hide Filters button will be used to no longer display the filters.
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For charts, users will see options to download as a CSV file, Excel file, or Image (example below).
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Reports
When looking at a report, users can adjust the filters being used by using the Show Filters button. In the image below, additional filters have been applied so that only ATM Deposits and ATM Withdrawals are being included. The Hide Filters button will be used to no longer display the filters.
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