iVend – Reports & Dashboard

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Presentation transcript:

iVend – Reports & Dashboard Fully Interactive Business Intelligence New York | Mexico | Panama | Nairobi | London | Ireland | Dubai | New Delhi | Singapore | Sydney

Agenda iVend Report Designer Features Introduction to iVend Report Designer Create Sample Report iVend Dashboard Dashboard Widgets Dashboard Interactivity Data Shaping (Summarization, Grouping, Top N, Formatting)

REPORT DESIGNER

Features Available at Runtime User-Friendly Interface Drag and Drop From Dictionary Data Sorting, Grouping, Filtering Reports with Grouping Charts Handy separation of a report template into pages Handy Report Preview

Features Available at Runtime User-Friendly Interface Drag and Drop From Dictionary Data Sorting, Grouping, Filtering Reports with Grouping Charts Handy separation of a report template into pages Handy Report Preview

Features Available at Runtime User-Friendly Interface Drag and Drop From Dictionary Data Sorting, Grouping, Filtering Reports with Grouping Charts Handy separation of a report template into pages Handy Report Preview

Features Available at Runtime User-Friendly Interface Drag and Drop From Dictionary Data Sorting, Grouping, Filtering Reports with Grouping Charts Handy separation of a report template into pages Handy Report Preview

Features Available at Runtime User-Friendly Interface Drag and Drop From Dictionary Data Sorting, Grouping, Filtering Reports with Grouping Charts Handy separation of a report template into pages Handy Report Preview

Features Available at Runtime User-Friendly Interface Drag and Drop From Dictionary Data Sorting, Grouping, Filtering Reports with Grouping Charts Handy separation of a report template into pages Handy Report Preview

Features Available at Runtime User-Friendly Interface Drag and Drop From Dictionary Data Sorting, Grouping, Filtering Reports with Grouping Charts Handy separation of a report template into pages Handy Report Preview

Features Available at Runtime User-Friendly Interface Drag and Drop From Dictionary Data Sorting, Grouping, Filtering Reports with Grouping Charts Handy separation of a report template into pages Handy Report Preview

Features Available at Runtime User-Friendly Interface Drag and Drop From Dictionary Data Sorting, Grouping, Filtering Reports with Grouping Charts Handy separation of a report template into pages Handy Report Preview

Summary Operations – Features (Contd.) Average Max/Min Count & Distinct Count Statistical Analysis

Export Formats – Features (Contd.)

Report Designer - Toolbar Formatting Insert Tools Expert Tools

Report Designer – Toolbar (Insert & Expert tools) Line Rectangle Report Title Report Summary Page Header Page Footer Group Header Group Footer Header Footer Column Header Column Footer Data Table Shapes Tab Cross Text Rich Text Image Barcode Sub-Report Chart Components Child Hierarchical Data Empty Data Bands

PRODUCT DEMO

DASHBOARD DESIGNER

Overview Fully interactive business intelligence dashboards Drag & drop feature to create dashboards in record time Viewed from iVend management console/ any standard browser using the iVend web viewer Delivers flexible, interactive and fully customizable user experiences that are optimized for real-time data consumption and analysis Automatically provides the best data visualization option, results are immediate, accurate and always relevant Insightful and information rich decision support systems

Dashboard Widgets Chart Cards Grid Gauges Pivot Pies and many more…

Dashboard Designing – Interactivity Master Filtering - The Master Filter item supports two selection modes. Multiple - Allows to select multiple elements in the Master Filter item. Single - Allows to select only one element in the Master Filter item. Drill - Down - Allows end-users to change the detail level of data displayed in a dashboard item.

Dashboard Designing – Data Shaping Summarization Grouping Sorting Filtering Top N Formatting Data

Dashboard Designing - Parameters Dashboard Parameters are used when it is necessary to pass data of a certain type to a dashboard Following are the steps to use dashboard parameters: Create Parameter Pass Parameter value Request Parameter value

Dashboard Designing – Printing & Exporting Dashboard provides the capability to print or export both individual items of a dashboard, as well as the entire dashboard. Print Preview - The Preview window will be invoked. Export to PDF or Export to Image - The Export To... dialog will be invoked

PRODUCT DEMO

Dashboard Designing – Quick Tips Clear and consistent naming convention Appropriate time frames Consistent date formatting Use menus and filters to simplify complex data sets Use colors to alert and notify users Don’t try to put everything in a single dashboard..!!

Resource Links – iVend Reports Product Documentation: iVend Report Designer Knowledge Base Articles: Wizard Based Standard Report  Manual Standard List Report  Manual Master-Detail Report Manual Parameterized Report Manual Group Based Report eLearning Videos:

Resource Links – iVend Dashboard Knowledge Base Articles: Dashboard Widgets (Data Visualization)  Dashboard Interactivity Data Shaping Parameterized Dashboard Printing and Exporting eLearning Videos:

Questions

For more information: marketing@citixsys.com