BI Report

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BI Report.png
Icon.BI Report.png The BI Report module, located in the Reporting group, is a new reporting module that is under development.
  • BI Reports are more powerful and will eventually replace the iReports in the Small.Reports.png Reports module.
  • The first version of the Small.BI Report.png BI Report module was released with six reports on August 23, 2018.
  • Each report has a Details tab that can be used to make the report available in the Small.Dashboard.png Dashboard module.
  • Each report has an Access tab that is used to assign View and Edit rights to each User Group.
  • BI Reports can be modified and created in the Small.BI Editor.png BI Editor module.

Below are descriptions and examples for some of the included BI reports.

Capacity Planning Report

Displays your scheduled work orders and your total time scheduled per day. Also allows you to reschedule those Work Orders to manage your schedule.

Capacity Planning Report.png

MTD Chart

Compares current fulfilled month to date revenue against last year.

MTD Chart Report.png

Sales By Region

Displays revenue by region.

Sales By Region.png

Sales By Rep

Compares fulfilled revenue by rep.

Sales By Rep.png

Sales Goal Chart

Shows progress towards revenue goal.

Sales Goal Chart.png

Top Products Chart

A report that shows the top products by revenue.

Top Products Chart.png