Join us for an engaging roundtable discussion on reporting and dashboards, where industry experts and peers share their experiences, challenges, and strategies for effective data reporting and visualization.
Learn about the latest tools, techniques, and best practices for creating impactful reports and dashboards that drive decision-making and organizational success.
Key Topics Covered
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Primary Users of Reporting
- Directors and higher-level management are the main consumers of reports, often for legislative requests and annual reports.
- Reports are used to provide totals, sums, and other relevant information on demand.
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Current Reporting Tools and Methods
- Many organizations are using Bert for custom reports, especially for detailed financial and inventory data.
- Some are still using classic AIM for basic reporting needs, such as work order tracking and aging.
- The need for subtotals and totals in personal queries was highlighted, with some organizations exporting data to Excel for further manipulation.
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Challenges and Needs
- Difficulty in generating specific types of reports, such as those for capital projects.
- The need for more complex reporting capabilities, including projections of expenses with varying inflation rates.
- The desire for graphical reporting, particularly for lease data and other occupancy-related information.
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Future Enhancements and Features
- Discussion on the potential for expanding search screen capabilities to include more columns and fields in query results.
- The idea of implementing custom SQL in query screens to enhance data retrieval and reporting.
- The introduction of login operators for dynamic filtering in work desks, allowing for more personalized and relevant data views.
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Practical Examples and Use Cases
- Example from JJ on using operate data for legal defense in a trial, highlighting the importance of accurate and comprehensive reporting.
- Example from Thomas in Vermont on the use of AIM CAD tools for graphical reporting and the need for expanded functionality.
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Suggestions for Improvement
- Participants expressed interest in the ability to publish dashboards as websites for easier access and sharing.
- The need for better organization and management of data for higher-level management, including combining data from multiple shops.
Conclusion
- The roundtable provides a platform for participants to share their challenges and solutions, fostering peer learning and collaboration.
- Emphasis on the importance of enhancing reporting and dashboard capabilities to meet organizational needs.
- Encouragement to leverage available tools and resources to improve data reporting and visualization.