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Reports & BI
Operational dashboards, the handful of numbers worth watching, scheduled distribution, and building your own reports without waiting for IT.
34 articles in reporting and business intelligence.
The Report You Cannot Hand Over
A custom report here belongs to whoever built it. The machinery deciding who may open a shared report is complete, careful and will never be consulted, because nothing in the product can create the record it reads — and the only test asserts the columns exist.
Statutory Record Retention: Keeping the Records Is the Easy Half
Every market that sets a retention period is really asking whether you can put back what the report said at the time. Three things differ by market and only one is the number of years — and our own audit log turned out to expire on a two-year default while a legal hold on the record it describes did nothing to stop it. We published that, fixed it the same day, and both dates are on the page.
The Percent Sign in the Search Box
Four ways a search box lies, all of them silent: it searches the page instead of the list, a typed percent sign matches everything, an ungrouped condition drops your filters, and the escaping meant to prevent the second one does nothing on the database the tests run against.
A Form Somebody Else Owns
Victoria wants a written incident record within 48 hours, on a form the Authority defines, kept five years and shown on request to people who do not work for you. Every report we make well is one you designed yourself.
The Year That Puts You In Scope
Singapore's packaging report is triggered by a turnover figure and made of kilograms by material. One of those we can produce for any period; the other has never been entered into the system by anybody — and the Act gives you exactly one year to start.
Four Figures and the Column They All Need
Japan makes an employer of over a hundred people measure four things before writing a plan about women at work. Three are arithmetic over records this product already keeps. The fourth needs a column we do not ship, and we think we are right not to.
The Day the Invoice Arrived
Large UK companies publish how fast they pay suppliers twice a year, and every figure is a difference between two dates the Regulations define precisely. One of them is not the invoice date, not the date you entered it, and not the due date.
Keeping a Report Live Instead of Exporting It
The moment a report becomes a file it stops being a view of your data and becomes a copy. Live shared report links, and a stored metric series to reconcile against later, are both additions we can enable so the number stays current.
The Joins Worth Adding Next
A report here is built on one dataset — a sound design that keeps a whole class of double-counting out of your numbers. The joins worth adding on top, where you need a supplier and a customer, or a purchase and a complaint, in the same row.
Adding Dimensions to the Trial Balance: Branch, Department, Project
A journal entry here carries an account, an amount, a reference and a description — clean, fast and easy to audit. Branch, department and project dimensions, so you can read profit by any of them, are an extension we can make for you.
The View Everybody Uses Is a Convention
A saved filter here belongs to one person. A report schedule can be driven by one. So the weekly figures a team runs on can rest on a private view that nobody else is able to open, inspect or inherit.
One Place That Knows What Time It Is
A report schedule in this product carries its own timezone and computes its next run in it. The deadline engine three modules away has no timezone at all. The capability exists, once, in the place where getting it wrong matters least.
Earlier reporting and business intelligence articles (22)
Governed Report Building: Why There Is No Raw SQL12 min The Rollup Nothing Ever Filled — A Correction11 min Threshold Alerts: Letting a Dashboard Number Raise Its Hand12 min Three Ratios Ready to Surface11 min Locking a Certified Report Definition12 min The Permission That Is Really a Mailing List12 min The Total That Added Dollars To Shillings10 min One Number for Five Countries13 min A Financial Year That Does Not Start in January12 min The Split That Cannot Be Re-Derived9 min Storing the Parts, Not Just the Total9 min The Report That Changes When You Run It Again9 min Exports That Survive the Spreadsheet: Row Caps, Formats and Totals11 min One Dataset Per Report: How Cross-Module Joins Get Added Safely13 min Certified Reports: Which of the Eleven Revenue Numbers Is the Answer12 min Who Ran That Report: The Log Behind Every Number That Left the Building12 min Building Your Own Reports Without Waiting for IT9 min Scheduled Reports: Getting the Right Numbers to the Right People9 min Reporting & BI in Kenya: Reports People Actually Read10 min Operational Dashboards: Choosing the Six Numbers That Matter10 min Who Should See Which Numbers: Sharing Reports Without Leaking Them10 min The Monthly Management Pack: One Set of Numbers the Board Can Trust11 minNo articles match your search yet — try another keyword.
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