Summary Data for Business Insights enables you to take all of the information in some of SingleOps' powerful detail reports and summarize it to develop powerful insights into your business. Using a pivot table style report builder you can slice and dice your data to develop the specific insights you are looking for.
Summary Data is supported on the following reports:
- Jobs Report
- Visits Report
- Invoices Report
- Line Item Report
Summary Data runs on snapshots of information based on your reports. These snapshots take all of the filters you have on the report and generate a data set for the pivot table This allows the pivot tables to run lightning fast, and also gives you control over when your report will update. Snapshots are individual to each user unless they are on a saved report. Saved report snapshots are global and available to all users who have access to that saved report. This allows you to use a saved report as a historical reference so you can always go back and see what your data looked like at that time.
Creating a snapshot is your first step! When opening one of the supported reports there is a panel labeled "Summary Data for Business Insights". Opening this panel enables you to Create or Refresh a snapshot. Snapshots will be created with all of the data that you see in the report according to the filters that are set. Depending on the quantity of data it may take a few minutes for the snapshot to generate, SingleOps will email you when it is ready!
Part of the design of Summary Data was to allow you to easily use the existing report as a detail source, and to flip back and forth between the pivot table view, and the detail data that it is composed of. If the data in your report no longer matches the snapshot SingleOps will alert you to the mismatched filters. To update the report to match the snapshot you can click the "Apply Filters" button. The screen also shows you the date your snapshot was created, as needed, click Refresh Snapshot to get the latest data.
Building your Pivot Table
After creating your snapshot clicking the "View" button will open the pivot editor in a new window. If you have not built a configuration before, click Configure to build your report as seen here:
In this example we built a simple report that was summing up the price of visits by City, but that is just one example! Based on how you configure the Pivot Table you can summarize the data in your reports in hundreds of different ways.
The Pivot Configuration screen is drag and drop, and allows you total control over how to build your report. This is how each section works:
This field list is unique to each report, and contains all of the same fields present in the report the pivot table is based on. All available fields for the report are listed in the field list, even if they were not visible on your report.
Any fields moved to this section can act as filters on the data. Filters can be configured to be multi-select, text search, or a date picker
Rows are the core of your report, and control how you want to organize your data. For example if you choose Sales Rep or Assignee as a row you will see your data summed up to that employee, but if you chose Job Name you would see each individual job.
These are the data elements that are summarized according to the column selections you have made. The default behavior is that the numbers will be summed up. Clicking "sum" will allow you to choose between sum, count, max (highest number), min (lowest number).
- Columns Columns allow you to "group" your data. For example if you chose Sales Rep as a row, with Total Price as your value, and then Operation as a column, the report would have a column that adds up the total price for each sales rep for each operation, and then a total column.
Your configuration is saved automatically when closing your report and will be waiting for you next time you view your report!
After mastering the basics, here are a few advanced features that will help you take advantage of everything Summary Data has to offer!
Date fields are broken out in the field list by Month, Quarter, and Year to allow for easier grouping of data for analysis. This can be useful for comparing periods of time against each other, try using them as a "Column". Here is an example with Proposal Date:
While your default configuration is saved automatically as you build your report, one of the best ways to leverage this tool is to create additional configurations for each report you need! Once you have a Pivot Table set up the way you want. Click "Save Configuration" to make this available to you in the future.
This makes it super fast to swap back and forth between different reports! Similar to the snapshots, configurations on reports are unique to each user, except for saved reports. Saved report configurations are global to all users who can access that report.