Table of Contents

Introduction

Accessing BI
Navigating BI
Interacting with BI

Exporting BI results

Introduction

ChathamDirect offers integrated business intelligence reports directly on the web through our Business Intelligence (BI) module. The module is loaded with pre-built reports that can be interacted with, filtered, printed and exported.

Accessing BI:

To access the BI Reports, hover over Reporting, and click Business Intelligence:

Navigating BI:

• Select report temples from the left-hand side menu:

• Select pages within a report from the tabs across the bottom of the report:
  

Interacting with BI:

• Report Cross-filtering – Report visuals can be filtered by clicking corresponding visuals in the report. For example, by clicking EUR in the column chart, the bar charts are filtered by EUR Currency values:

• Visual and Page Filtering – Individual visuals, entire pages, or a whole report can be filtered by either filters within a report or filters found in the menu on the right-hand side of the page:
  

Exporting BI Results:

Reports can either be exported as PDF or XLSX files.

• PDF: To export a report, select a report and click Export Report in the top right-hand corner. The report will be exported reflecting any applied filters.

• XSLX: Underlying report data can be exported in .xslx format.
  • Click the More Options ellipsis in the top-right corner of any visual.
    
    
  • Select Export Data.
    
    
  • Select either Summarized data or Underlying data.
    
    
  • Click Export to download reports to your computer