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      How to access and navigate a Billing Delivery Power BI Report

      This video will walk you through how to access and navigate the Billing Delivery Power BI report to gain insightful data regarding exams and voucher details.

      This guide will walk you through how to access and navigate the Billing Delivery Power BI report to gain insightful data regarding exams and voucher details. Follow these simple steps to make the most out of the report and analyze key metrics.

      Tap the video to pause the demo or manually advance each step. 

      Step-by-Step Guide:

      Step 1: Access the Report

      1. Click on Portals – Navigate to the main menu where you’ll find several options.

      2. Click on Reporting – Once in the reporting section, you will have access to various reports.

      3. Click on Billing Delivery Power BI Report – This is the specific report you need for analyzing billing, exams, and vouchers.

      Step 2: Explore CV Exams Data

      The CV Exams section helps you break down exams taken, and it's useful for identifying trends and patterns.

      1. Filters Available: Client, Month, Year

        • Click on Client – Select the desired client for your analysis.

        • Click Client Again – Once selected, click again to close the filter.

        • Click on Month – Choose the relevant month from the available options.

        • Click on Year – Select the appropriate year to analyze.

      2. Click Pie Chart – To visualize the data distribution and see how the exams are distributed across clients and time.

      Step 3: Analyze CV Vouchers Data

      The CV Vouchers section provides metrics related to voucher sales and financial data.

      1. Metrics: Sum of Quantity, Voucher Fees Amount, Voucher Purchase Amount

      2. Filters Available: Client, Month, Year

        • Click CV Vouchers – Access voucher-related data.

        • Click Client – Select the client for voucher details.

        • Click Partner – Use this filter for additional selection criteria if required.

      Step 4: View Account Summary

      The Account Summary section provides an overview of account activities and billing.

      1. Filters Available: Client, Month, Year

      2. Click Account Summary – View the high-level breakdown of account information.

      Step 5: Explore Exams Delivered

      The Exams Delivered section allows you to track the number and types of exams delivered over time.

      1. Filters Available: Client, Delivery Type, Month, Year

        • Click Exams Delivered – Access this section to analyze exams delivered.

        • Click Delivery Type – Filter exams by specific delivery methods.

        • Unselect Delivery Types – By default, all delivery types are selected. Unselect any unnecessary ones.

        • Click Month – Choose the desired timeframe from available months.

        • Click Select All – Use this to unselect all months or manually choose specific months.

        • Click Expired Exams – Filter for expired exam data.

        • Click Expired – Select the expired exam status and then click Complete to finalize.

        • Hover Over Numbers – Get more insights by hovering over the numbers to view additional tooltips.

      2. Adjust Table Information – Click within the table to adjust what data is displayed according to your preferences.

      Configure Visualizations

      Different visualizations are available to make your data analysis more insightful:

      1. Pie Charts – These charts are used to represent the distribution of delivery types.

      2. Bar Charts – Bar charts are effective in displaying exams delivered by country.

      3. Tables – Tables are available to show transaction details and come with filtering capabilities for a detailed view.

      Set Up Filters

      1. Filters and interactivity settings help you explore data more deeply and efficiently.
      • Use Slicers – Use slicers for Client, Month, Year, and Delivery Type to filter your data.

        2.   The More button allows you to:

      • Export Data – Allows you to export the data for further analysis.

      • Show as a Table – Toggle between visual formats to view data in table format.

      • Spotlight – Highlights specific data points to focus your analysis.

      • Get Insights – Provides automated insights to help interpret the data.

      • Sort Axis – You can choose to sort in either Ascending or Descending order.

        3.  The Filter button next to More

      • "Filters and Slicers Affecting This Visual" Allows you to view a summary of all the applied filters and slicers affecting the current visual.

      With this step-by-step guide, you can now effectively navigate the Billing Delivery Power BI report to extract valuable data and make informed decisions.