BI Analytics

Updated on 02 May 2024

Article Summary

Share feedback

Thanks for sharing your feedback!

Uncover the potential of your Service Desk data using the Qlik Sense platform.
Enjoy newly added, more robust capabilities so you can leverage every metric and trend identified in the BI Analytics Dashboards.

Requirements
SysAid Service Desk
BI Analytics Access permission
Email address defined in SysAid

SysAid’s BI Analytics module, integrated with the Qlik Sense platform, empowers you to efficiently extract insights from your Help Desk data.

Admins with BI Analytics Access Permissions can pose queries that target trend detection within their organization. This tool facilitates in-depth examination of Service Requests (SRs) and Administrators, offering customizable charts and graphs for streamlined data visualization.

This model is a Cloud-based solution — but is also available in Hybrid mode for On-Premise installations (see below for more details).

How BI Analytics works

BI Analytics uses Single Sign On to log you in to the Qlik Dashboard (applies to Cloud accounts only).

SysAid runs a collection process every hour that collects different tickets that have been added/updated/deleted.

This allows your BI Analytics Dashboard to be fully synced with your Service Desk’s processes and to give accurate representation of its progress.

BI Analytics Dashboard Update Intervals
The BI Analytics Dashboard is updated in three hour intervals, despite the actual data being updated every hour

Enable browser access

Accessing SysAid’s Qlik-hosted BI Analytics Dashboard on your browser requires:

Third Party Cookies allowed
Pop-up blocker disabled
Email defined in SysAid

Allow Third-party cookies

Viewing the BI Analytics Dashboard requires allowing Third-party cookies for both the:

BI Analytics page (when clicking from the Analytics menu in SysAid)
Qlik BI portal (on the Qlik Cloud page)

To make sure Third-party cookies are enabled for both pages, open each page in Google Chrome and follow these steps:

Click the pop-up blocker indicator (if relevant) in the URL field
Turn on the “Third-party cookies” disable indication

Disable Pop-up Blocker

The Pop-up blocker must be disabled for your Service Desk.

To disable the Pop-up blocker in Chrome (for example_, follow these steps:

Click the ‘Pop-up blocker’ icon in the URL field
Select the ‘Always allow pop-ups and redirects from…’ option

Grant BI Analytics permission

To grant an Admin access to BI Analytics from the Service Desk, go to Tools > User Management > Administrators and click on the relevant Admin.
Go to the Admin record’s “Permissions” tab, and check off “Access BI Analytics”.

Inside the Dashboard

Sheets

The data in BI Analytics is displayed across several screens called "Sheets".

The default BI Analytics Dashboard is the “ITSM Performance” Sheet; this loads upon opening the BI Analytics Dashboard.

The ITSM Performance Dashboard’s default comparison time frame measures how many Closed Service Records there were in the previous month – compared to how many Closed Service Records there were during the three months before that month.

Date ranges for comparison can be changed, and four data widgets are found inside the Dashboard – each of which drill down to metrics that compare specific variables to identify trends.

Tickets Closed per Month
In order to identify the number of Tickets that were “Closed” per month, (measured according to the Ticket Source):
This data is generated by calculating the Tickets whose Status Field value was “Closed” with the Source Field value, and groups the calculation according to months.

Navigating between Sheets

When viewing a Dashboard other than the default “ITSM Performance”, Admins can navigate back to this original Dashboard by clicking the initial breadcrumb (root) on the breadcrumb trail – where it says “ITSM Performance Dashboard”.

To navigate sequentially between each Sheet, use the Forward and Back arrows to navigate to the next or previous sheet.

To navigate between the Dashboard Sheet options (to skip to the relevant Dashboard), click on the “Sheets” dropdown menu and once the window expands, click on your desired Sheet.

For information on customizing a sheet or creating a new sheet, contact your account manager.