3 Ways to Get the Most Out of Your Reporting & BI Solution

Posted on June 5th 2013

If your company is one of many who utilize a BI reporting solution product like Entrinsik Informer, you know what a huge difference it can make in saving time, money, and hassle when you need to run customized reports using data in your databases. But like many who implement these solutions, your company may not be getting the most out of your reporting software. And if you’re going to use hard-earned budget money to have it, why not make sure you’re using that software to its (and your) best advantage?

Below are three basic tips that you should consider when evaluating how effectively your company is using its reporting software. This is hardly a complete list, of course, but it should get you started and on your way to being a reporting expert!

1. Use customer support

You may (or may not) be surprised at the small percentage of users who actually contact customer support for non-technical issues. What you don’t know won’t kill you, but it can definitely make your reporting process less efficient. Your customer support representative is the expert on the software, and their job is to help you become the expert on the software. Ask them about technical stuff, sure, but also ask about helpful reports to run, how to analyze report results, which visual representations best show the data you’re trying to present, etc. There is a whole world of knowledge just an email or a phone call away – are you taking advantage of it?

Helpful tip: Schedule a weekly or monthly support call with your customer service rep. 10 minutes of helpful advice = you getting more out of your reporting solution!

2. Schedule weekly or monthly department meetings to discuss reports

Running customized reports is not a one-size-fits-all type of process (hence the customized part). The data that you need access to, the reports that need to be run, and the analysis that should be made off of those reports all vary greatly depending on the department in your company and even down to the job role of a specific person running those reports.

It’s important, then, to make sure each department and each individual user knows how to tailor their use of the reporting software to suit their specific needs. One way to accomplish this is to hold weekly or monthly meetings (by department or other relevant group) to discuss what’s been working, what hasn’t, and what should be done in the future.

Helpful tip: Schedule your department meetings at the same time as your support call. Two birds, one stone, time saved.

3. Implement dashboards

The new “big thing” in BI reporting is something called Dashboards. Like the dashboard of a car, this reporting tool allows you to see a visual summary of information (i.e. the reports you run). Typical forms include pie charts and line graphs; Informer Dashboards allow you to create customized visualizations like gauge charts, dot graphs, and stacked bar graphs.

Sounds cool, but why do you need it? Simple: it’s the easiest, quickest way to view your report information. It’s at-a-glance analysis, which is especially useful when a company executive needs information, but no time to read through possibly long reports.

The bottom line: Dashboards are a great analysis tool and a huge time saver. Make sure your company is making use of them. Visit entrinsik.bigbite.so/informer-dashboards to see a video of Dashboards and let us show you what they can do for your organization!

We want to talk to you! Call 888-703-0016 (toll-free) or email sales@entrinsik.com for more information on Informer or to sign up for your free 30-day trial.

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