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IRIS Practice Dashboards allows you to interrogate your IRIS SQL database, accessing your practice data from IRIS Time & Fees and IRIS Practice Management, at the touch of a button.
You no longer need to run reports to paper, you can see report results instantly on screen, filter them, drill down or export them to Excel as a CSV file. It tells you what is going on within your business by displaying all your KPIs instantly.
Each IRIS Practice Dashboard talks to specific IRIS data. You can drill down and view various information being presented in different styles and formats. The KPIs talks to the results calculated from the other dashboards.
The dashboards allow you to look in to the quality of your data, quickly view and sort it based on how you setup your database.
Rolling your mouse over and clicking on any area of the dashboards will help you discover its functionality.
IRIS Practice Dashboards relies upon good housekeeping of your database and maximising on the IRIS Time & Fees setup features available. We have also included our idea of an example database structure to help you get the most from your data.
We have built IRIS Practice Dashboards around best practice use of IRIS Time & Fees and IRIS Practice Management, on the basis that you use it to its full capability. The full features of IRIS Practice Dashboards can only be enjoyed by fully utilising the IRIS product suite.
IRIS Practice Dashboards' ability to show you information by Partner, Manager or any of your bespoke categories is a great way of reviewing your database beyond that of the fields available in IRIS Data Mining.
You can refresh the results of any of the dashboards where you see the refresh icon in the top left hand corner of the dashboard.
You can export the displayed results in the detail screen on any of the dashboards to a CSV file where you see the MS Excel icon in the top right hand corner of the dashboard.
All of the column headings in the details screens of the dashboards are clickable allowing you to sort the results from low to high or A to Z and vice versa.
This setup manual will guide you through each dashboard and explain how you complete your IRIS database to populate the IRIS Practice Dashboards filtering fields. It tells you where IRIS Practice Dashboards is talking to in the IRIS suite so you can update your IRIS database to populate the information through.
Each dashboard is explained in its own section, starting with a screenshot of how the dashboard looks when fully populated by maximising your IRIS database.
90% of IRIS Practice Dashboards relies upon data stored via IRIS Time & Fees, the remaining 10% relates to your use of IRIS Practice Management.
IRIS has standard category database fields and also allows you to create six more specific to your business. You can also filter your database on Attributes. Attributes give you much more flexibility, allowing you to create as many as you like with multiple options where you can set them to pick a single result or multiple results.
Categories and Attributes are some of the filters available in the selection fields for IRIS Time & Fees reporting. Both can be easily maintained and also set for a grouping of clients when using Data Mining in IRIS Practice Management.
It is also important as to how you label the identifiers within some of the Categories. In some cases you will see in our examples that the identifier starts with a number, the low to high numbering allows you to decide the order in which the results are listed in the IRIS Practice Dashboards.