An Overview of Reporting and Analytics in TechnologyOne CiA

Clear reporting is essential for understanding how an organisation is performing in real time. Without it, decision-making becomes reactive rather than informed. Business reporting brings together data from across the organisation and transforms it into insights that support performance management, strategic planning, and day-to-day decisions. 

TechnologyOne Ci Anywhere (CiA) offers a suite of reporting and analytics capabilities that help organisations access, analyse, and present information in a meaningful way. To get the most value from these tools, it’s important to begin with a structured requirements and design process. This ensures stakeholders are aligned, data sources are understood, and reporting outcomes are practical, reliable, and fit for purpose. 

Rather than being standalone features, Ci Anywhere’s reporting components work together to form a connected reporting ecosystem. 

From Data to Insight 

At the core of reporting in Ci Anywhere are data models, which define how information is sourced and structured. Data models are built using queries that draw from analysers, warehouses, and business views. These queries can be joined using relevant fields, allowing multiple datasets to be combined into a single, consistent view for reporting. 

When data models are designed with reporting needs in mind, they provide a strong foundation for dashboards and reduce ongoing maintenance effort. 

Presenting Information Visually 

Once data is structured, insights are delivered through dashboards. Dashboards provide a flexible reporting space where information can be displayed using tables, charts, maps, and slicers. These visualisations can be tailored to different audiences, such as business unit leaders or finance teams, allowing users to quickly interpret performance. 

Dashboards also support drill-down functionality, enabling users to explore data in more detail by launching other dashboards, opening TechnologyOne functions, running XLOne reports, or triggering ETL processes. 

Managing and Sharing Reporting Assets 

All reporting components, including dashboards, data models, ETLs, and XLOne reports are stored and managed within Design Studio. Design Studio provides a structured folder-based environment where access can be controlled through user permissions such as read-only or edit access. 

This helps organisations share information securely, maintain data quality, and apply consistent governance across reporting assets. 

Incorporating External Data 

In some scenarios, required reporting data may sit outside of TechnologyOne. ETLs can be used to extract data from external systems, transform it as required, and load it into warehouse tables within Ci Anywhere. Once loaded, this data becomes available for use in data models and dashboards. A common example is integrating payroll data from third-party systems. 

With a considered approach to design, structure, and ongoing maintenance, reporting and analytics within TechnologyOne Ci Anywhere can reduce reliance on manual reporting, improve confidence in data, and deliver insights that support better decision-making across the organisation. 

If your organisation is looking to improve how it uses TechnologyOne CiA reporting and analytics, Tonic can provide ongoing support and guidance to help you get more value from your existing environment.