Power BI Reporting for i365

For finance teams, having the ability to access accurate reports quickly and in real-time is essential for the day-to-day running of your business. But more often than not, you have to deal with
reports being managed and distributed in different formats, with the reliance on users to create and distribute them around their day jobs.

This reality is extremely labour-intensive and can result in inaccuracies in the data. Additionally, by the time the reports are proposed, created, reviewed and circulated, they have become
out-of-date.

This is why we created our Power BI reporting module; taking the existing reporting capabilities within i365 to another level.

What reports are included?

Power BI for our i365 solution comes with a standard set of 17 reports with segmentation and filtering functionality via the analysis codes available, including:

• Income Statement by Month/Year, Department/Cost Centre
• Job Analysis including Income Statement by Job
• Balance Sheet
• Revenue Analysis
• Cost of Sales Analysis
• Direct Costs/Overheads Analysis
• Aged Trade Debtor/Aged Trade Creditors
• Customer and Supplier Analysis
• Sub-Contractor Analysis
• Full Sub-Contractor Balances Report
• Cash/Purchases/Sales Daybooks including user audit

The key features and benefits include:

• All reporting is data-driven and visual reporting, providing drill-down levels for summarised and detailed reporting as required
• Users can create reports within a desktop environment and then publish to the cloud
• Reports are viewed directly through Power BI so viewers will not require access to i365
• Within the cloud, reports can be scheduled to automatically update hourly, daily or weekly
• Mobile compatibility allows users to access data on the go
• Additional add-on reporting capabilities provide a 360 degree view for users across multiple systems