With the October 2024 release, a NEW reporting option was added to QFD called Business Intelligence.
Navigating
From Reports in the left panel, select Business Intelligence.
Users will be taken to the Business Intelligence home screen.
 | A chart icon represents a dashboard. An icon with rows represents a report. |
Click one 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 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. In the image below, additional filters have been applied so that only ATM Deposits and ATM Withdrawals are being included.
