Once
you click on the demo you want to use, you’ll be presented with a
spreadsheet view. At the top of the screen you’ll see a
group of drop-down lists. Each list contains information about one
dimension of the underlying database. For instance, one of the drop
downs might be named “Business Type”. By clicking on the down
arrow in the dimension box, a list of various types of businesses
(Painters etc.) will appear. You can select any one or all of them
just by clicking on the one you want. In fact, you can make a
selection for each of the drop down boxes –thereby narrowing your
report to just the dimensions and elements of importance to you. All
at the click of your mouse! The table, or chart, on the screen will
change automatically to reflect the results based on your
selections.
Next
note that there is a drop-down that contains a set of business
measures, such as “Total Potential of Your Accounts”, “# of
Companies”, etc. You would decide on these based on your business
needs and performance criteria. For example, if you wanted to look
at comparative performance on a Year to Year or Month to Month
basis, we’d setup your ActiveReporting design with these
capabilities.
You
can select the major categories you want to examine by clicking on
the drop-down boxes, thereby refining and focusing your report
directly on the items and issues you want to see. By clicking on the
“+” symbols next to these areas, you can nest other dimensions
of interest sharpen the focus of your analysis.
Finally,
you may want to see your results in a chart of graph format, rather
than a spreadsheet. To accomplish this, simply click on the chart
icon in the area and
the view changes to a graphical image. You can also do a number of
other things to alter the appearance or content of the presentation.
A little experimentation with the various icons will illuminate this
capability.
If
you need further with this demo, please email us at
solutions@activeinsights.com.