Performance View Features

2012 Fiserv, Inc. or its affiliates.

Basic Reporting and Ad-Hoc

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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

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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

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2012 Fiserv, Inc. or its affiliates.

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

Analysis

2012 Fiserv, Inc. or its affiliates.

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 2) After Drill Down

Analysis Studio Features: Drill Your Data

2012 Fiserv, Inc. or its affiliates.

Analysis Studio Features: Top or Bottom Values

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

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

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

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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

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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.

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:

2012 Fiserv, Inc. or its affiliates.

Emailing the Report:

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)

Email reports from an automatic schedule, or Ad-hoc

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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