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Performance View Features

Basic Reporting and Ad-Hoc


Products: Query Studio and Workspace Advanced
Best Use: Simple queries, reports, and extracting data from Fiserv products
Fiserv defines data packages which allow business users to dive straight

in to reporting without the need to know database models


The data and table relationships are all
predefined by Fiserv, and are updated with
each products release to support new features
A user can quickly create cross tabs, simple
charts or detailed reports
Users can develop reports faster than they
could in a traditional spreadsheet or database
environment

2012 Fiserv, Inc. or its affiliates.

Basic Report and Ad-Hoc

The user selected 3


fields and is dragging
them into the report

Information is visual
and instant.
No SQL or database
skills are needed.

2012 Fiserv, Inc. or its affiliates.

Easily Format data to create powerful reports


Formatting example using Conditional Styles and Color Formats

2012 Fiserv, Inc. or its affiliates.

Basic Report and Ad-Hoc: Charts

On any report, a user can click a button to add a chart, choose what type of
chart, or performance view can recommend a chart to use

2012 Fiserv, Inc. or its affiliates.

Analysis
Products: Analysis Studio and Workspace Advanced
Use Analysis to analyze and compare data to discover trends, risks, and
opportunities.
Analysis Functions:
Perform a precise and clear analysis of large volumes of data
Surf through data to discover any patterns or anomalies
Trend and Spot analysis
Drill up and down through related data to view more or less detail
Rank values
Focus reports through complex filtering options

2012 Fiserv, Inc. or its affiliates.

Analysis Studio Features: Drill Your Data

Drilling Data
Drill down to see more detail.
Drill down to the lowest-level item to examine the impact of a single aspect of your

business.

Drill up to compare results.


Examine balances for a single entity and then drill up to see total balances for the entity

group for comparison

1) Original Data

2012 Fiserv, Inc. or its affiliates.

2) After Drill Down

Analysis Studio Features: Top or Bottom Values


Use Top or Bottom Values to focus your analysis on the items of greatest significance to your business question

You can define a top or bottom rule by specifying:

a number, such as the top 50 or the bottom 50

a percentage, such as the top 10% of overall cash levels

a cumulative sum, such as the first $10 million of overall


cash

2012 Fiserv, Inc. or its affiliates.

Advanced Reporting
Report Studio is a reporting tool for creating Advanced reports, charts,

dashboards, and multi-query reports


Intended for advanced analysts, IT, and DBA professionals to author

powerful, complex reports


Uses the same relational data and packages as Query Studio
Reports can be started in Query Studio, then opened in to Report
Studio for finishing
Report Studio reports can be shared in workspace where users
can interact with filters, prompts, and other options
A user can write SQL statements (read only)
Users can define join relationships for multi-query reports
Advanced formatting, graphing, layout, and prompt options

2012 Fiserv, Inc. or its affiliates.

Report Studio Features


Advanced report authoring allows users to define complex, detailed,
and uniquely specified reports

2012 Fiserv, Inc. or its affiliates.

Workspace: Build a Working Dashboard

A user can create a custom workspace where they can drag and drop reports they
want to see in to one area. Multiple tabs and workspaces can be created.
A user also has the ability to filter, prompt, and interact with reports from the workspace.
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2012 Fiserv, Inc. or its affiliates.

Comments and Collaboration


Users can add simple, unformatted text notes to saved reports.
Multiple comments can be attached to a report.
Comments can be added to HTML, PDF and XML reports only.
Users must have a consumer license (or higher) and read permissions

to the report output to add comments to it.

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2012 Fiserv, Inc. or its affiliates.

Run Existing Report Different Report Outputs


HTML (Default selection)
Large file size, but opens fast.

PDF (portable document format)


Small file size
Requires Adobe Acrobat Reader (free application) to view the file
Easiest print results

CSV (comma separated values)


Smallest file size
If Excel is installed on the computer, CSV may open in excel
Supports more rows (data) than excel

XML (Extensible Markup Language)


Code based format (used for import/export data applications)

2012 Fiserv, Inc. or its affiliates.

Running Reports Different Report Outputs


Excel 2000
View reports in versions of Excel older than 2002
Excel 2000 format supports up to 65,536 rows and multiple sheets

Excel 2000 (Single Sheet)


Same as Excel 2000 but more secure
Excel 2000 single sheet format does not use outgoing URLs
No cookies in the URL to the spreadsheet

Excel 2002
view reports in Microsoft Excel versions 2002 and later
Supports 65,536 rows
Supports SSL (Secure Socket layer)

Excel 2007
view reports in Microsoft Excel versions 2007 and later
Supports 1,048,576 rows and multiple worksheets

2012 Fiserv, Inc. or its affiliates.

Scheduling and Distributing Reports:

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Emailing the Report:


Email reports from an automatic schedule, or Ad-hoc

You can choose to attach the report as the specified format


or
Attach a link to the report (user must have BI access for link to work)
2012 Fiserv, Inc. or its affiliates.

ICM Reports
Report: Forecast and Forecast Effect vs. Actual
Report allows a user to compare the 3 values over a selected period of
time. Report is broken in to Cash Out and Cash In (2 reports).

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2012 Fiserv, Inc. or its affiliates.

ICM Reports
Report: Aggregate Branch Volatility Report (2 reports)
Looks at branch demand and demand volatility by day of week. Report
has a detail option, which shows day of week, and a summary view.

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2012 Fiserv, Inc. or its affiliates.

ICM Reports
Report: Aggregate ATM Volatility Report (2 reports)
Looks at branch demand and demand volatility by day of week. Report
has a detail option, which shows day of week, and a summary view.

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2012 Fiserv, Inc. or its affiliates.

ICM Reports
Report: Forecast and Forecast Effect vs. Actual
Report allows a user to compare the 3 values over a selected period of
time

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2012 Fiserv, Inc. or its affiliates.

ICM Reports
Report: JIT Outage Report
Shows users where the forecasted balances relate to the entity
minimums over a forecast horizon.

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2012 Fiserv, Inc. or its affiliates.

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