---
title: Understanding Dashboards and Reports
description: What is the difference between a dashboard and a report?
---

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# Understanding Dashboards and Reports

## What is the difference between a dashboard and a report?

### Dashboards and Reports

FI Works has a sophisticated business intelligence feature that leverages the extensive data in the system to produce tables, charts, and maps to visualize data. This feature allows users with the proper permissions to create dashboards and share them to other users.

A report is a single table that shows the results of a query. Reports have filters that are not shown to end-users.

- **Dashboards** - Dashboards contain one or more charts or tables that show information about a specific topic. They often have filters that allow you to fine-tune the information shown.
- **Reports** - Reports are created by FI Works analysts when complex logic is required. These reports cannot be included on dashboards.

### Types of Dashboards

Dashboards often vary by their intended use.

- **Topical Dashboards** - Dashboards can be designed to include comprehensive information on a specific topic. For example, the Deposits dashboard includes multiple, detailed views of information including KPIs, growth, retention, net accounts, net changes, etc. These are useful for analysts that need to do a "deep dive" into a topic.
- **Role Based Dashboards** - Dashboards can also be designed to satisfy the information needs of specific people or job roles so they can see everthing they need in one place. These dashboards can be used as the home page to make access to information quick and simple.
- **Operational Dashboards** - Dashboards can also serve a simple lists and views of detail data. For example, The profile, account, and pipeline menus in FI Works use dashboards to show detail information for day-to-day tasks.

 

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