EIS provides a set of controls on every page which gives you the ability to analyse information from different perspectives.

The Period View Control lets you view performance information for different time frames. The two options available are 'Year to Date' and 'Period'.

• The period view can only be selected within the KPI and Scorecard areas. This means that you can view performance information for a specific time frame using the date controls.

• Selecting the YTD (Year to Date) option will enable you to view information for a specific time frame within the selected reporting period.

For example, if you select ‘March’ in the month drop-down list and select the reporting period as 09/10 in the reporting period drop-down list then information from 01^st of July 2009 to 31^st March 2010 will be displayed.

The Hierarchy Tree Structure on the left allows you to filter information based on a selected level of either the planning/organisation/custom hierarchy trees.

Custom Hierarchies can also be selected to view information linked here if you have this functionality. See Custom Hierarchies for more information.

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Figure 3.1

EIS will always display Action, KPI, Scorecards, Budget and Risks performance at the level of logged in user and  linked within the system by default. However, this can be changed by navigating through the hierarchy tree.

• STEP 1: Click on the relevant tab to dock a particular hierarchy structure. 

• STEP 2: Click on the down arrow sign to further expand a level.

• STEP 3: Click on the level you want to view information for.

You can see what level of the tree you are currently viewing performance for at the top of the screen and also use this area to go back up the hierarchy.

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Figure 3.2

The filter icon enables you to conduct a search on the records available under the relevant tab, using the set of filters given.

You can drag and drop column headers to the Group By area in order to group information by a certain category.