The BI reports in SameSystem are built not only to collect huge amounts of your valuable customer and employee data, but to also visualize the data in a way that makes it easy to read and understand.

Different situations require different types of reporting. The BI reports are designed to let you be in charge of what data the reports will fetch, meaning you can actually tailor the reports to show exactly the type of data you need, at any given time.

But before diving into the reports, continue reading to learn how to build your reports to get the most out of your data 💪

Start by logging in to your own SameSystem account.

Note: If you cannot find the report you are looking for, it might be due to restrictions to your title set up by your administration. Our Support teams will be able to let you know if this is the case, so feel free to start a chat with us if you need any help (contact info provided at the bottom of this article).

Once you're logged in, head into the main menu and click on Tools > Reports. Here, you will find all the different BI reports.

There are dedicated articles to explain in greater detail how to read all the different BI reports. We'll get into that further down in this article, but first, let's learn more about filters and widgets:

Filters let you interact with and analyze your data. Filters can be used either in the Filters panel or by simply selecting values by left-clicking the relevant widget.

How to interact with the filter panel

In addition, you can perform the following procedures:

Dependent Filters combine multiple dashboard filters into a hierarchy of filters where each filter shows only the options relevant to its parent filters. When you filter the parent filter, fewer options will be available in the child filter.

The number of available options for selection in the child filter is narrowed down because of the selections in the parent filter. The child filter appears on the dashboard with a downward-facing arrow indicating the parent filter and its dependent filter below. Below, the parent filter is the year 2021, and the child filters are Q1 through Q4:
​

You can easily toggle filters on and off using the toggle switch. Use this option to compare states (with and without the filter), or to temporarily disable a filter.

Note: Clearing all the values of a filter is equivalent to turning the filter off, as in both cases no filtering is performed and all values are returned.

You can save the current state of your filters and their settings at any time. The current state includes the existing filters, their configuration, and the order in which they appear in the filters panel.

After making changes to any of the above settings, you will be able to restore your filters to their previously saved state.

To save your current set of filters, start by clicking on the three dots in the filter menu:

...and click Set as My Default Filters.

To restore saved filters, click the restore icon in the Filters menu:

💡 What is a widget? Any area of the BI report that you can interact with (click on), we call a widget. Interacting with widgets will let you tailor the report to view exactly the data you need.

You can click on a specific portion of a widget to select it. This filters the dashboard according to the selected data by adding a filter to the dashboard’s Filters panel.

You can also use the selection to drill down in the widget (see "Drilling Down in a Widget" further down).

To select an item in a widget for filtering:

You can then refine your data further by toggling the switches on the left side as shown in the example below.

This topic describes how you can drill down into your data in most widgets to get an in-depth view of a selected value.

In the following example, the scatter chart at the top shows a breakdown by quarters. In the second image below, the chart shows a breakdown/drill down showing weeks of the ‘quarter’ segment from the original scatter chart.

To drill down into a chart:

The switchable dimensions allow you to provide several views of your data. You can easily toggle between dimensions displayed in a widget.

Note: This is only available for some specific pivot tables and diagrams.

To switch the dimensions, you have to right-click on the pivot table and choose another dimension instead of the one you see in the pivot table rows or columns.

Example

In our case, we would like to see years on a row-level instead of employee names. We right-click on the pivot table and choose "Year" under 'rows':

We see that the view has changed according to our new dimensions:

Many of the widgets have additional, more detailed information “behind them”. You can click a value in the widget or select some values and jump to the relevant dashboard.

In Indicator widgets, click once and the system will send you to the relevant dashboard. In charts and diagrams, you need to click on the data you want to filter on, and then select "Jump to_drill_*name*":

You can download widgets in one of the following formats depending on the widget type:

Tabber is a widget that allows you to switch between views easily and quickly without changing the dashboard. Tabber is available only in some of the dashboards. It is usually displayed at the top of the dashboard. You can click on the name of the tab to open the next dashboard:

And that concludes our guide on how to navigate the different BI reports in SameSystem. We hope you found it helpful!

💡 Want to learn more about each specific BI report? Click here to open a section in our Help Center where we have articles about every single report.

🖥️ Web/PC: Click on the blue chat bubble at the bottom right corner.

📲 App: Click More followed by Contact support.