Analytics Reports in Inomial Billing

Inomial Billing reports can be found via the menu: Inomial > Analytics.

Here you will find a list of old-school and analytics reports. All new reports are written as analytics reports and older reports are being phased out or replaced.

Analytics reports are easy to identify. They present data in a table and sometimes have optional charts associated with them. Additionally, they have the following advantages over their predecessor reports:

  • Faster.
  • Using less resources.
  • Consistent interface (prior reports are all custom made. This means, for example, some allow data download, but others do not, some have a prior form of filters others have the filters on the same screen as the report itself).
    • All reports have the following icons above them in the top right-hand corner:

 

 

      • Toggle between the tabular format (raw data grid) or the associated charts (if defined for this report).

 

 

      • Make the current report the default report to be run when entering Analytics.

 

 

      • Add or remove this report from your Favourites.

 

 

      • Download as a structured XLSX file. Right-click to also get the option to download as a CSV file.
    • Depending on the report, double-clicking a row or value will run an action defined in the report. You can tell if this is available by hovering over a row/value.
    • If the cursor changes to a hand, this means there’s an action available. To try some out, check out these reports:
      • Revenue > All Sales, by Month. Switch to the tabular format then double-click on a number. Analytics will “drill down” and show the transactions that make up this number.
      • Finance > Transaction Search. Double-click on a transaction row to drill down to see the transaction on the associated account.
  • Easier and faster to navigate.
  • Easier and faster to develop as they can be written by customers and Inomial support staff rather than only by developers.
  • Some reports employ grouping that can be expanded or collapsed.  For example “All Sales, by Month” groups revenue by Sales Report Category. The group rows show the sub-totals of the associated detail rows (in this case Item descriptions).

In future issues we will provide a list of reports and how they should be used and we will also explore some of the more complex reports in more detail.

For a subsequent issue

Analytics Reports – Transaction Search

This month we start with Transaction Search, one of the more powerful reports and one that’s recently been updated.

Earlier this year the Transaction Search report was rewritten as an Analytics report.