BI Reporting Examples

Overview

In BI Reporting you can create custom reports as per your requirements. This article provides some example reports and how to create them. Go to Reports > BI Reporting > Ask question > New question.

Learn more in How to Create Questions.

Each report listed below indicates which options you should select in the DATA, FILTERED BY, VIEW and GROUPED BY fields. Once you select these fields, click Get Answer. The report is initially represented in a tabular format.

Click Table and select the required VISUALIZATION to represent the report in the recommended format as described in the examples below.

Note that all of these reports are samples designed with a view to provide a correct launching point to create custom reports based on your requirements. You can use these examples and adjust them to suit your business needs.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

BI Reporting

If you have a multi-company Simpro Premium build, BI Reporting extracts data from all companies associated with the build.

In a multi-company build, users with permission to access BI Reporting can access data for all companies, regardless of other security group permissions.

A screenshot of a newly created project quote.

To use BI Reporting, enable it in your security groups:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups.
  2. Click the relevant security group.
  3. Click the Reports tab.
  4. Select the BI Reporting check box.
  5. Click Save and Finish.

DATA: Select Schedules

FILTERED BY: Select Date > Previous > 12 > Months > Include this Month

VIEW: Select Sum of ... > Hours

GROUPED BY: Select Date (week)

VISUALIZATION: Select Bar

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DATA: Select Schedules

FILTERED BY: Select Date > select Previous > select 1 > select Year > select Include this year > Add filter

VIEW: Select Sum of ... > Hours

GROUPED BY: Select Employee Name > Date > Month

VISUALIZATION: Select Bar

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DATA: Select Leads

FILTERED BY: Select Removed > select False > click Add filter

VIEW: Select Sum of > Estimated Price

GROUPED BY: Select Sales Person

VISUALIZATION: Select Bar

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Leads by customer groups

You can also set to report leads by customer groups.

DATA: Select Leads

FILTERED BY: Select Removed > False > click Add filter

VIEW: Select Sum of > Estimated Price

GROUPED BY: Expand Customer > select Group Name

VISUALIZATION: Select Row Chart

DATA: Select Quotes

FILTERED BY: Select Date Created > select Previous > select 1 > select Year > select Include this year > select Add filter

VIEW: Select Count of rows

GROUPED BY: Select Date Created > Select Month

VISUALIZATION: Select Line

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DATA: Select Quotes

FILTERED BY: Select Stage > is not > select Closed > click Add filter

VIEW: Select Count of rows

GROUPED BY: Select Stage

VISUALIZATION: Select Pie

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DATA: Select Jobs

FILTERED BY: Select Date Created > select Previous > select 2 > select Years > select Including this year

VIEW: Select Count of rows

GROUPED BY: Select Stage > Date Created > select Month

VISUALIZATION: Select Bar

VISUALIZATION Settings: Under Stacking select Stack > Done

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DATA: Select Jobs

FILTERED BY: Select Actual Material Costs > select Not equal to > enter 0 > Add filter

Select Date Created > select Previous > enter 1 > select Year > Include this year > Add filter

VIEW: Leave as Raw Data

GROUPED BY: None

VISUALIZATION: Select Gauge

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DATA: Select Contracts

FILTERED BY: None

VIEW: select Raw Data

GROUPED BY: Customer Name, Date Start, Date End, Value

VISUALIZATION: Select Table

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DATA: select Asset Tests

FILTERED BY: Expand Job > select Date Due > select Previous > enter 30 > select Days > Include today > Add filter

VIEW: Select Count of Rows

GROUPED BY: Select Result

VISUALIZATION: Select Pie

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DATA: Select Asset Tests

FILTERED BY: Select Result is > Fail

VIEW: Select Count of Rows

GROUPED BY: Select Asset Type

VISUALIZATION: Select Bar

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DATA: Select Assigned Items

FILTERED BY: Name > select Is > search for and select the item names

VIEW: Raw data

GROUPED BY: Job > Cost centre > Name

Expand Stock Item > Default Cost Price > Don't bin

Select Cost > Don't bin

Expand Job Cost Centre > Section Name

Expand Job > Estimated Material Cost > Don't bin

VISUALIZATION: Select Table

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DATA: Select Invoice

FILTERED BY: Select Date issued > Previous > enter 1 > select Year > Include this week > click Add filter

VIEW: Select Sum of > total price inc

GROUPED BY: Select Date issued > select Month

VISUALIZATION: Select Area

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DATA: Select Invoice

FILTERED BY: None

VIEW: Select Sum of > Total Price Ex

GROUPED BY: Select Customer

VISUALIZATION: Select Pie

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For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.