Vision User Documentation Date prepared: Prepared by: CONTENTS INTRODUCTION LOGGING ON HOMEPAGE METERS ACTIVE ALARMS TARGETS

READINGS RESOURCE VIEWS CREATE A VIEW RESOURCE EVENT NEW USERS RUNNING A REPORT 9 11 11 2 2 3 4 5 5 5 6 2 05/09/12 Jonathan Cooke

INTRODUCTION
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The Vision product is a highly-configurable data reporting and trend analysis system, designed to monitor and report on key performance indicators. You enter your targets, budgets and goals then Vision will do the rest with an astonishingly flexible and effective series of alerts, dashboards and desktop widgets to keep your business in tip top shape. The result the most powerful reporting solution brought to the leisure market to date. Vision makes it easy to clarify targets for all your end users, instantly identify trends, benchmarking and correlating the results, and driving corrective action even when youre not there. In Vision individualised graphical data can be compiled, alarms on meters can be created to notify management when a target has been achieved or if it has reached an unacceptable level. Vision will allow users to import data from other sources, for example data from the Met Office website would allow a user to compare usage swipes against the daily temperature. This could highlight that not enough is done to encourage usage when the sun is out. In this documentation we will explore how Vision can be used to measure how your business is performing to help for future planning and budgeting. This step by step guide will help you navigate around the product and what the key features are. LOGGING ON Logging onto to Legend is easy, all companies that request they want to use the Vision product will be sent a company specific URL. Users will enter their normal Legend details to access the site.

HOMEPAGE The homepage view is the screen that loads from the log in page. From the homepage various areas can be accessed that we will cover in more detail through this documentation. The blue bar at the top of the screen allows a user to search, run a report, look at an enterprise view and go back to the homepage. These 4 items are accessible for a user at all times when navigating through Vision.

METERS
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Meters are sectioned into 3 resource views, enterprise (the whole company), region and site. Reports can be run on these 3 different views so comparisons can be made and trends can be identified between sites and regions. In the majority of meters the data is updated from the Legend servers in an overnight process. The basis of Vision and how all reports are created is through the analysis of meters. In simple terms meters measure a value that is present with Legend. To find meter a click on which view a meter wants to be viewed at. Whichever group is chosen then the meters will appear at the bottom of the relevant screen.

11-7 7-3 An example of this is a meter is an age meter (between 0-4 year olds), the data in the meter includes the amount of members within a company are aged between 0 and 4. The below example shows the 0-4 age range meter, at a glance a user can see if any alarms or targets are set up against the meter and what the last 12 readings have been.

ACTIVE ALARMS

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The active alarms section allows a user to set alerts on meters. An alert can be set to become active on a number of variables as seen below. Once the alarm is activated then an email can be sent to a user to notify them, these emails come through just after 8am in the morning. A severity of an alarm can be set to manage the importance of each meter alert.

To set up an alarm first of all you will have to choose a meter. This can be done at either enterprise, regionally or per site, once you find the meter double click on it.

Click on the create button and select create alarm. At this point the name of the alarm can be entered and the severity of alarm can be selected. The important part is to select the right parameters to activate the alarm, also remember to enter any values attached to the alarm. On this same page an email address can be entered. Each email needs to be separated on an individual line. To confirm the information and set up the alarm save changes must be selected.

Once this has been completed then it will be viewable on the homepage. It lists all the active alarms with name, meter attached and at what view it was set up on.
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To hide/remove the alarm then click on the alarm and select investigate alarm. In options at the top of the screen select hide alarm. There are 3 options to choose from before confirming to hide the alarm. TARGETS In the meters it is also possible to set targets that will later be used when configuring graphs. The same process is followed to set up a target as to set up an alert. Find the meter > options > select targets. Numerous targets and alerts can be set against one meter. The target as below can be called whatever the user wants and a timespan of the target to be achieved in can be selected. Targets work better on a monthly basis. To remove a target a user must open the meter, click on the target and then go to options, in here a target can be edited also.

READINGS The meters values are automatically generated on the system over night as covered earlier, however it is possible to manually enter a reading with a time and date attached to it. Again find the meter > options > create reading. RESOURCE VIEWS The resource views are set up into 3 groups; enterprise, region and site. Each resource group has meters and generic reports attached to them. An example report is as shown below, all the generic reports are locked so that any changes a copy of the report must be made.

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The procedure to copy a report is open report > options > copy view.

Once a copy has been created it will be called copy of in the same section as the original report. Once the copy of has been opened go to options where edit items and edit layout can be selected. The below screen shot shows how the data and graphs can be moved around or deleted.

If a user does not wish to change the layout in options a user can export to PDF to save or print. Later in the documentation it will be explained how these reports can be sent out via email.

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CREATE A VIEW Creating a view is the process required to allow a user to put together a report page specific to their business or personal needs. In this view a user can formulate their own tables, graphs and charts. Many users will create a view per focus area, for example new member sales, member information and revenue lines having separate views. Below is an example of a sales report that has been formulated.

To create a view go to the homepage and select create > create view.

In the view the following can be entered: Name Resource Group Layout can be personalized is it to be viewed enterprise, region or site level what group is it attached how does the report layout look, this can be changed at later date

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Select save to confirm the information. The view will be saved in whichever resource view selected when creating it. To create graphs in the view double click on the view and click on create > choose a graph/table to configure.

All dynamics graphs come up with the data being displayed in a box when the curser is hovered over the graph. Below you can see an example of what appears on the graph.

To generate data into the graph then meters must be selected. To add meters to be compared in the graph then add meter must be selected.

Select change and enter the meter to be shown in the graph and then press set. A title can be added, this will add a name/description to the graph to bring more of a personalized meaning to the data shown. As shown below various meters can be added so that comparisons can be made between two or more meters

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Display options are changeable for specific users targets, events and alarms can be added to the chart. The below example shows the 2 comparisons of age groupings with addition of the yellow line (alarm) and blue line (target).

The display options allow a user the opportunity to change the appearance of the graph created. In the axes column it is important to either set the view to auto size or zero based. All the other options in this section are down to user preference.

Once a view has been created it can then appear in whichever resource view it has been saved in. To see the data within the view double click. The layout and information in the graphs can then be edited. It is also possible to export the data either into excel of PDF format.

RESOURCE EVENT
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A resource event can be created so that it allows a user to see why for example sales or usage could be affected on a certain day/week/month. The example could be a swimming gala, on this day the management might want to see an increase in usage and income. To set a resource event up go the either the enterprise/region/site view and click on create > create new resource event.

Once the details have been entered and saved they will appear on any graphs created when show events has been selected in the display options. Below shows some a made up event as it would appear on a graph.

NEW USERS

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New users can be added by a companys super users. Note not all users will be able to do this. On the homepage select the enterprise view. When they go to create and select create user.

User name: Real name: Email: Minimum Alarm Severity: Group Membership:

needs to match the users legend account. First name and surname work email this relates to what alarms the user can view, ie selecting 0 = a user would see all severity alarms 0-5. what are they access rights of the user, each group has predetermined security tokens that that can be selected allowing each user to access various areas and complete certain tasks within Vision.

RUNNING A REPORT
To run reports select the reports icon at the top of the screen

In the reports section select what report to run, in the majority of circumstances it will be homepage view report that will be selected. Other reports that can be run are ones like all current users and all current alarms.

The specific homepage view report that needs selecting before hitting run, it will then be exported into a PDF. Vision Documentation Page 11

In the reports view a user can schedule reports to be sent to an email or number of emails. Select navigate > schedule reports > create > create schedule reports. In here a name for the report can be entered, how often the report is to be sent out, recipients and what report is to be sent. If a view is saved as a private view then this could be run as a report and scheduled to be sent out.

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