Business Intelligence - Releasing Soon

NOTE - this functionality is available in staging sites.

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 Knowledgebase article.

Navigating

From Reports in the left panel, select Business Intelligence.

Open

Users will be taken to the Business Intelligence home screen.

Open	A chart icon represents a dashboard. An icon with rows represents a report.

Click on one of the provided links to be moved into a dashboard or report.

Dashboards

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.

The kebab icon will be clicked to get additional options for the item it is near. For example, it may provide an option to look at the underlying data (example above).

For charts, users will see options to download as a CSV file, Excel file, or Image (example below).

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.

The gear icon by the report will be used to adjust the columns being shown as well as their order.

The filter icon above the report will be used to filter the results shown.

The download icon will be used to download this report as a CSV or Excel file.

A scroll bar is available at the bottom of the report to scroll from left to right.