If you’ve ever spent any time with small kids, you’ve probably heard their declaration of independence: “I can do it myself”. In fact, that spirit often bleeds into areas that prove to be more of a challenge than they imagined.
But the good news is, you have the ability to ‘do it yourself’ when it comes to data analysis and retrieval. In fact, you have several options available to you. And with a little practice, they can become powerful tools you can use every day.
One example in StaffSuite that is often overlooked, is the ability to run a search, and export your results. You can export them to Excel and use that data however you need. For simple searches, that’s a quick and easy way for you to get data yourself, and it’s really pretty simple by just right clicking the grid and choosing the option to ‘copy’, then open up Excel and paste in the data. If you find that you don’t have that option, just call us here at Bond Support, and we’ll be happy to help you get that option enabled.
The more complex searches can be handled by the robust Query Builder tool you have available by clicking the link in the top of your StaffSuite toolbar. Query builder is designed to allow you to easily select criteria for pulling complex queries of your data, and is divided into companies, employees, orders, etc. to keep it cleaner. And remember, in the Query Builder tool, the English tab has additional search criteria for you that opens up even more options–many users never take advantage of the potential in that tab.
If your data has to be in a specific format (maybe for a third party like a New Hire report), or just needs to look nice (maybe display summaries, or show numeric data in a chart) then you have access to Crystal Reports. We have tons of pre-written reports that handle most needs, from employee general information to in-depth sales analysis. And, for those who are so inclined, we offer training on customizing and writing your own Crystal Reports in StaffSuite. Contact Erica Ellis for more info on Crystal training opportunities.
Of course, we are always happy to assist you with your data analysis and reporting needs. If you have any questions, don’t hesitate to call us here at 1-800-925-1519. Just remember the functionality you have available to you that allows you to ‘do it yourself’.