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1. Typical Dashboard The dashboard is the main user interface for the software The program will open to this screen From here the user can select a different tab to get a different dashboard as well as use the various controls to change date ranges copy the dashboard to the clipboard to 8 5 x11 in 114 4 4 of 28 gt bI1 6 O There is also a powerful search feature built in Select the Edit Menu choose Search or press the Search button on the toolbar the Search dialog window appears enter your word of phrase you want to search for and then press the Search button You will then get a search results window displayed with all the places in the document that your word or phrase was found Select a search result and that result will be displayed in the document Page 25 CleverQ Introduction and Setup Manual Alyssa eros Geveno Wievudietion and Setup parj Bias oe P Review amp Comment O Secure A sign DS ED E E HowTo M EE Br Options y AA p Al a B Introduction Finished searching for D Geallites There are options for working with departments including defining them based on gauge D Requirements QuickBooks classes o allocating them based on predefed percentages of common SHA Installation a sok om ces a eel cere at Licensing A report manager provides an easy way to select a predefined report and print it You can copy a report and cust
2. CLEVERQ Introduction and Setup Copyright 2008 2012 Better Days Enterprises LLC 3213 West Main Street 119 Rapid City SD 57702 2314 Revision February 4 2012 Version 1 917 CleverQ Introduction and Setup Manual Table of Contents OR NE 4 PAS A tl 4 Regimen deidad 10 talas E A A hese NS 11 A IO 11 TS SE UNIS is E e ios o ds 11 Pile Locations a a 15 ATER alEO AIE E E IE 15 Registration and Acti Vat A a a BA eae i a 16 Using the Soft Watt il 16 Pr gram Mi e dde e en oo a e dd 16 CO lo a 17 PreterencE Sea cn 32g sa dado pcg a arn cut E A ede asec 19 S bscription SEL VICE sa tias 21 Departa 21 PALS SOURCES AR e 22 UPC gis oat anuaie bengica vd aca E A eee ap aaa eee eae Raa aes 23 User Manuals and HP iia 23 Introduction and Setup Manual scsi lt ssccdessssuesteccsasaavonacasneaedevdgnasdanesvensetesteccaeese codes 23 General User Manual orir dales 23 C s tomization Man A A 23 Extractors Man iio aa eiA 23 Security Manta nos 23 R port Mana Mal A eS 23 Data Para a 23 SDK Software Developers Kit Programmer s Reference Mamual ooonnnonicnnnnnn 24 Adobe Reader cosets rts A A O A 24 A O 24 BESTA EA ALET Le lea ee EE EE E E EEE EE E E ER 24 NV GUSTS hainesi O e e A 26 Support Website i jccssiasiaaonescdeiaancasteasss avi a n A R E ered NR 26 UP Blof aca do as N ANS 27 Program Updates ii A cd 24 Technical Supporti soran eiiie aA E EEEE aras 27 Trad a a e r e etai artes re ai 27 CUASI AS AA i ches
3. Places Files of type cleyerQ Data Files qbd Once you have selected the file press the Connect to Data File button and within a few seconds you will see the following message box Page 18 CleverQ Introduction and Setup Manual fr Connection Complete Success connecting to C Users Public Documents CleverQ CleverQDataSample qbd After pressing the OK button the dashboard will load using the newly selected data file The software also allows you to connect to a SQL Server database and transfer a QBD file to SQL Server This is provided as an option for large organizations and requires assistance from our technical support department for installation and configuration Please contact us if you are interested in this option This form also provides a way to create a scheduled task to send your selected QBD Data File to the Subscription Service Select a time in the evening at the end of the day when your file is not being used You will be prompted to enter your Windows user name and password to create this task You must have already previously entered your Subscription ID on the preferences form This scheduled task will run on your computer as long as itis on You do not need to be logged on for it to work It is a good idea to run this task while you are logged on to unblock the program from the Windows firewall The File menu also gives you the ability to backup a data file as well as create a new
4. 17000 Accumulated Depreciation Accumulated depreciation on equipment buildings and improvements 18000 Dealer Reserves 19000 Other Assets S LIABILITIES amp EQUITY LIABILITIES Current Liabilities Accounts Payable Credit Cards Other Current Liabilities 118 de Long Term Liabilities Expand 3 Add New Item Remove Item Print Calc Totals 3 Delete S Cancel Quit Collapse Add Sub Item Remove Branch E Preview eN de da Data Package Creator Refer to the separate manual for the use of the Data Package Creator This is available from the Windows Start All Program CleverQ menu Page 9 CleverQ Introduction and Setup Manual Select Gauge Bar Chart Bar Chart by Month by Year Bar Chart by Otr by Year Bar Chart Ratios Circular Meter Circular Meter Deluxe Data Query Horizontal Bar Standard Line Chart Line Chart 10 Lines Line Chart 2 Lines Line Chart Past Future Line Chart with Previous Period Line Chart with Ranges i q Q Qs Net Income by Year Net Worth by Year Panel Arrows 6 Description of Gauge a This gauge will show a set of bars for each bes tel es fiscal quarter where each bar represents a fiscal MS GANS year This is good for comparing an indicators Panel Lights 6 value from year to year by quarter Pie Chart Text Vertical Bar 2 Bar Vertical Bar Deluxe Vertical Bar Standard Vertical
5. This manual describes the extractors and how to use them It includes getting data from QuickBooks Microsoft Access databases ODBC databases and Microsoft Excel workbooks Security Manual The Security manual is to be used to setup and use the security system within the CleverQ software It is to be used by administrators It is assumed that all other user manuals have been read prior to reading this manual Report Manager Manual This document is to be used to learn how to use Report Manager both as a user viewing reports and also as a user who creates reports It is highly recommended that you have previously read all other CleverQ manuals Data Package Creator This manual is used for the standalone software used to enter data manually and outside of the CleverQ software It is also applicable for the Edit Data option within the CleverQ software Page 23 CleverQ Introduction and Setup Manual SDK Software Developers Kit Programmer s Reference Manual The CleverQ SDK Software Developers Kit provides programmers and developers a way to interface their applications with certain elements of the CleverQ program This allows other applications to expand their functionality and use the powerful features of CleverQ This includes displaying dashboards reports a report selection list a report selection carousel as well as other functions This document is to be used as a reference to the programmer and provides the i
6. the ability to run CleverQ and not perform the administrative tasks like installing or uninstalling software or scheduled task features File Locations The setup program installs the software in the following locations Read write files data for all users in Shared Documents under CleverQ Read write files for specific users in their Documents and Settings folder under Application Data CleverQ Read only files for all users in the Program Files folder under CleverQ Starting the Software To start the software you simply double click on the CleverQ shortcut installed on your desktop or choose the Start button then all programs then CleverQ and then Run CleverQ again Page 15 CleverQ Introduction and Setup Manual NOTE For the first time installation you will automatically be connected to a Sample Company To make the dashboard and gauges show data for the current dates you will be prompted to adjust dates to the current date and also re calculate seasonal trends Registration and Activation Each installation requires the user to register and activate their software The software will run for 30 days after the first installation without activation If you are only evaluating the software and choose not to purchase it you may simply uninstall it after the 30 day period There is an uninstall option on the program menu Until the software is activated the Software License Activation screen will pop
7. Web Support Website Support Blog About CleverQ The details of what occurs with these menu items are contains herein and within the other user manuals available CleverQ Data Files The software consists of two elements the program and the data The data is stored in a separate file from the program and this file is referred to as the CleverQ Data File with a file extension of qbd The blocks on the Navigator form that are gold in color represent those items stored in the QBD file When the program first starts up it is connected to a sample file with the name CleverQDataSample qbd located typically in the folder C Users Pubic Documents CleverQ You can connect to a different file by using the menu item File CleverQ Data File Open This will display the following form where you can select the data file to connect to Page 17 CleverQ Introduction and Setup Manual C Documents and Settings All Users Documents CleverQ CleverQDataSample qbd y Connect to Data Fle DevCQ Connect to Database Transfer QBD Data File to SQL Server Database The QBD Data File box is a drop down box that will list previous files you have connected to Use this or press the Choose File button which will give you a Windows dialog box to choose the data file Salani lagao Uat Fils Lookin Data 7 e m QX E gt Tos E3 e CleverQData qbd i History Desktop amp File name My Network
8. a co 27 Appendix A Setting Up QuickBooksO oooooononoccconncccnonacononanononacononocononanononacoronononnnnnos 28 Appendix B Bac JODIO A a a E a E a dees 30 Copyright 2008 2012 CleverQ Patent Pending Designed for use with QuickBooks CleverQ Introduction and Setup Manual QuickBooks is a trade mark and service mark of Intuit Inc registered in the United States and other countries Microsoft Excel and Microsoft Access are trademarks and service marks of Microsoft registered in the United States and other countries CleverQ is a trade mark and service mark of CleverQ and Better Days Enterprises LLC CleverQ Introduction and Setup Manual Introduction This document is to be used as an introduction to the CleverQ software and to help you get familiar with the software prior to installation It should also be used as a guide during the setup of the software Features This software has the following features Simple to use Dashboards and ScoreCards for executives managers and staff Display as many as 64 gauges organized into groups of 8 gauges on each dashboard Unlimited number of dashboards can be defined Ability to display critical and key business indicators graphically for easy viewing and comprehension Use the predefined gauges or create your own Gauges can display data indicators or any calculated value from information retrieved from external sources Easy to use Navigator
9. data file from a blank or existing file When you create a new file from an existing one you will be prompted to purge the data If you reply with yes the report data table is purged the cache is cleared the log is purged the account and item tables are purged and the new QBD file is compacted Note When CleverQ connects to a QBD file with a company Sample Company you may be asked whether to adjust the dates so they are current to the present date Preferences When you are ready to start using your own data file you first need to setup your preferences This is done from the menu item Setup Preferences The following form will be displayed Page 19 CleverQ Introduction and Setup Manual GIEVETOIPTETETENCES Company Name Sample Company Departments are defined by Cc 4 First Month of Fiscal Year Jan y aa C Not Defined Logo C Documents and Settings All Users Documents CleverQ CleverQ Icon jpg 5 T Check for updates when program starts Setup Departments I Security Enabled I Gauge Graphics Option Leave unchecked For Define Filters T Use Windows User ID best graphics 1 Company M Ignore Division by Zero errors 3 Y 3 fem o o M Start Program with Navigator 4 Employee Name l PS NendorName Auto Update Dashboard Min 6 Customer Name 7 a Months History for Forecasts Subscription ID Support ID Warning Changing Ph ae nae i i requie remapping of any data e
10. for power users Ability to get data from all current versions of QuickBooks In the multi company mode you can load data from multiple QuickBooks company files and display dashboards across multiple companies Schedule a time of day to load extract data like in the evening In addition to QuickBooks you can get data from any Microsoft Access or ODBC compliant database or a Microsoft Excel workbook You can configure the software to get real time data from databases Excel and Web Queries and then have the gauges on the dashboard update in real time Data Package Creator provides a simple to use method to enter data manually when it can t be loaded automatically from another source Built in and user definable templates are included Use predefined parameters or indicators or create your own Parameters are based on data loaded from different data sources Parameter and indicator formulas can be as simple or as complex as you need Numerous built in functions provide flexible and powerful formulas Built in capabilities include calculating seasonal trends and forecasting Based on 4 different forecasting models you can have the program automatically select the best model Indicators can contain up to 3 colored ranges and include advice or tips for each range Tips are available on a gauge based on the value of the indicator Additional indicator properties categories and notes provide additional functionality There are numerous t
11. of the dashboard gauges from data sources that change in real time set the time to Auto Update Dashboard to something other than zero Page 20 CleverQ Introduction and Setup Manual The option Months History for Forecasts is set as the default to use when using the forecast function This is covered in more detail in the Customization manual Ignore the button Clear out all tested flags at this point This will be covered at a later time as well as the Ignore Division by Zero errors checkbox You can also choose whether to have the program start up with dashboards displayed or the navigator Subscription Service A subscription service is available that allows you to upload your QBD file automatically at the end of the day On the following day you can log onto a website and actually see a web version of your dashboard from anywhere there is an internet connection Depending on your subscription you can also compare your indicators with industry benchmarks and also subscribe to advice from industry experts Contact the supplier for more information about this service and to get a Subscription ID Departments If your company is organized into departments and you wish to base gauges and indicators on departments that are not utilizing filters choose Allocations on the Preferences form If you are not going to use departments then choose Not Defined The Allocation option is for allocatin
12. provides an easy way to select a predefined report and print it You can copy a report and customize the title description category security batch group and filters Reports can be previewed printed exported to Excel or Word RTF or saved as a snapshot to be emailed or viewed at a later time When enabled the built in security system can limit what gauges and report users have access to and their ability to modify them You can import or export gauges ratios and or parameters from different QBD data files Online user manuals make getting help easy Search manuals using the familiar Adobe Reader software DY Using the Software DY Program Menu CleverQ Data Files ED Preferences Dy Departments EDS Data Sources ED QuickBooks DY Choose QuickBooks Company File Select Data Options Select Date Range Options EDS Get QuickBooks Data Da Immediately DS Scheduled Task Dy Support EH User Manuals and Help By Introduction and Setup Manual Dy General User Manual DS Customization Manual Dy Add on s Manual Dy Security Manual Dy Data Package Creator EHD Adobe Reader Installation Some of these features are illustrated in the following figures B CleverQ Introduction and Setup Manual Dy Requirements B Installati There are options for working with departments including defining them based on nstallation QuickBooks classes or allocating them based on predefined percentages of common
13. the next screen choose Complete to install all the optional features eyer Setup Choose Setup Type Typical Installs the most common program Features Custom IF you do not have Microsoft Access or will be using QuickBooks choose this Complete All program features will be installed Advanced Installer After the installation is complete you will see this screen Completing the CleverQ Setup Wizard Click the Finish button to exit the Setup Wizard Cancel Page 14 CleverQ Introduction and Setup Manual For the Professional version of CleverQ which is installed on a server you may want to install the software for other specific users The previous run setup program only installs the software for a single user who must be the administrator To install the software for other non administrative users use the User Install option on the CleverQ Setup menu This will run a program with an interface as shown in the following figure eyed Usar Inslag Please enter the user name you wish to install CleverQ for Enter the Windows user name for the person you wish to install the software for Then press the Install button You will either see messages indicating the software was installed or a message indicating there was a problem You can do this for as many users as you want Press the Done button when completed The user installation only installs
14. Bar Standard Blue Gauge Type Selection Numerous gauge types provide limitless flexibility in graphically showing indicator values These gauges are generally chosen based on the type of data they will display Gauges are based on indicator formulas and can default to specific data ranges and be specific to departments Many gauges include a drilldown feature to look at the underlying data Requirements The CleverQ software will run on any current Microsoft operating system including Windows XP Windows Vista Windows 7 Windows 2003 Server and Windows 2008 Server This includes both 32 bit and 64 bit versions NOTE If you are using Vista or Windows 7 you will need to turn off the User Account Control UAC feature in order to install the software and get updates Page 10 CleverQ Introduction and Setup Manual The software uses Microsoft Access and is compatible with Access 2002 XP Access 2003 Access 2007 and Access 2010 If you do not have Access installed on your system the installation program will provide an option to install a runtime version of Access so you do not need to purchase Access if you do not have it Also required is Microsoft net Framework 3 5 This is generally already part of your operating system update and if you do not have this installed the installation program will inform you and direct you to a website where you can download it and install it There are no special requirements for your c
15. ased subscription service you can see your dashboards using a browser anywhere there is an internet connection e The integrated Report Manager provides the ability to design your own reports Create reports from almost any data source including CleverQ QBD files Microsoft Access or any ODBC source including SQL Server MySQL Oracle etc e Run reports immediately or later based on a scheduled time using a familiar calendar view day week month timeline or a simple list view e Reports can be saved in different file formats including PDF HTML MHT RTF TXT CSV XLS XLXS BMP EMF GIF JPEG PNG TIFF and WMF e Reports can be predefined as a system report or a user report e User reports can be optionally shared among other users e Reports can be categorized based on a system or user defined category e Reports can be grouped so a group of reports can be scheduled with a single selection e Reports can be scheduled to run once or in a recurrence pattern i e daily weekly monthly etc e Report designs and definitions can be copied to make new designs or definitions easily e Report output can be saved in a user defined folder or repository e Reports can include data grouping sorting sub reports pictures advanced styles summaries calculated fields scripting watermarks bookmarks charts pivot tables and more e Online user manuals make getting help easy Search manuals using the familiar Adobe Reader software e Availab
16. ation of Microsoft Access and if not available automatically install Microsoft Access 2002 Runtime 2 Install CleverQ Std Pro Page 11 CleverQ Introduction and Setup Manual 3 Install CleverQ net components ACE GVP RDE Report Manager etc 4 Install QuickBooks Interface Welcome to the CleverQ Setup Wizard The Setup Wizard will install CleverQ on your computer Click Next to continue or Cancel to exit the Setup Wizard This is the first screen you will see with the CleverQ setup program Page 12 CleverQ Introduction and Setup Manual fe Clays Setup End User License Agreement Please read the Following license agreement carefully CleverQ LICENSE AGREEMENT This CleverQ License Agreement the igreement governs the use of the CleverQ de available to you by CleverQ a South CleverQ will not not license the CleverQ Software to you you agree to the terms of this Agreement RY DOMNTOADTNG ACCESSTNG AND OR accept the terms in the License Agreement O Ido mot accept the terms in the License Agreement Advanced Installer You must agree and accept the terms of the License Agreement for the installation to continue Fe EVET Setup Microsoft Access is Required for this Application Microsoft Access was found on this system Advanced Installer This next screen should display the screen as you see above Page 13 CleverQ Introduction and Setup Manual On
17. e type of data to load File View Edit Setup Help Navigator Preferences Parameters Excel Indicators Database Gauges Data Package Dashboards Security Object Relationships Export Import Objects Refer to the Extractors Manual for information about setting up data extractions Page 22 CleverQ Introduction and Setup Manual Support There are a number of resources for you to get support User Manuals and Help There are eight user manuals available These are available in the pdf file format and require Adobe Reader to be installed on your computer You can access the manuals from the Windows Program Menu or the Help menu within the Program Introduction and Setup Manual To be read by the user before buying or installing the software It includes a description of the software features its use how to install it and how to setup it up General User Manual Includes all the information a user needs to use the software without knowing the details of getting the gauges set up It assumes the parameters indicators and gauges are all setup and the manual will describe each gauge and how to setup the dashboards This is primarily for the executive or manager using the dashboard Customization Manual This manual includes the details to allow the user to create parameters indicators and gauges Includes the details of the QuickBooks reports used The target audience is the power user Extractors Manual
18. e marked inactive they will show up in the Sales by Item Summary when you run a report for a past date but they will be excluded in the Inventory Valuation Summary for the same past report date This means that any items which are desired to be included in the items ROI cannot be marked inactive in QuickBooks even if it is a child item of a total that is active If they are inactive there will be no asset value for them Page 29 CleverQ Introduction and Setup Manual Appendix B Batch Jobs CleverQ has the ability to run automatically without user intervention for the following processes Extracting QuickBooks Data Extracting Database Data Extracting Excel Data Extracting data using the Data Package Interface Populating the Cache with formulas Calculating the Cache Using the Windows Scheduled Tasks functionality gives you the ability to run this batch jobs at a certain date and time and also on a recurring basis This process can be setup from the QuickBooks Options form as previous described or from the Navigator Be sure to include enough data to support the gauges and indicators you have specified Excluding data you do not need will improve the overall performance of the system Caution CleverQ relies on QuickBooks reporting accuracy Although inactive items activity are included in QuickBooks Balance Sheet and Profit amp Loss reports QuickBooks only includes inactive items in the Sale
19. elow for more information http www CleverQ com Page 27 CleverQ Introduction and Setup Manual Appendix A Setting Up QuickBooks Whenever you start using a new QuickBooks company file with the CleverQ software you need to have QuickBooks open with that company file at the same time you press the 4a Get QuickBooks Data Now button on the QuickBooks Data Source Setup form in the CleverQ software This is necessary the first time only because you have to tell QuickBooks that you are allowing the software to access the QuickBooks data QuickBooks will display this window when this occurs QuickBooks Application Certificate x 4n application is requesting access to the following QuickBooks company file Sample R Access may include reading and modifying QuickBooks data as well as Poy the QuickBooks user interface Developer identity has been verified by Microsoft Code Signing PCA QuickBooks Solutions Marketplace arg for information about this application at the QuickBooks Solutions Marketp Do you want to allow this application to read and modify this company file C No Yes always allow access even if QuickBooks is not running Lognas TT Allow this application to access personal data such as Social Security Numbers and customer credit card information Tell me more Help You should select Yes always allow access even if QuickBooks
20. g values based on predefined percentages of common elements or user defined breakdowns NOTE Many companies use Classes within QuickBooks to define departments If this is the case choose Not Defined here and set a filter for departments When you define your extraction from QuickBooks you can assign Classes to your filter for the departments If you are using departments then you will need to press the Setup Departments button This will display the following menu Page 21 CleverQ Introduction and Setup Manual Jato Ueuartien cs Print Report Since setting up departments is very much related to the definition of parameters indicators and gauges the details of department setup is contained in the Customization manual Data Sources The data file contains not only the definitions for the dashboards including gauge selections indicators parameters etc but also definitions for data extraction Data is loaded from a data source and stored in the QBD file is what is called the Data Cache This means you do not need to have a connection to QuickBooks or even have QuickBooks loaded on your computer The data extraction process occurs on demand or on a schedule and then using this preloaded data the dashboard displays the data The setup for data loading is done using Extractors Definition block on the Navigator or the menu item Setup Data Sources The submenus will give you the choice of th
21. is not running Also login as Admin to make sure you can get to all the reports required It is optional to check off Allow this application to access personal data Then press Continue and you will get the Access Confirmation screen Press Done and the loading process will continue After the first data load close QuickBooks and you should not have to repeat this procedure again for this specific company file Page 28 CleverQ Introduction and Setup Manual Access Confirmation x You have chosen to grant the application CleverQ access to the QuickBooks company file Sample RY any time even if QuickBooks is not running Access rights Read and modify QuickBooks data NOT including personal data Enhance the QuickBooks user interface Tf QuickBooks is not running the application will log in as Go Back Admin If you need to change or remove the access to this company file from CleverQ go to the preferences in QuickBooks Edit Menu Select Integrated Applications on the left pane of the Preferences form Click on the Company Preferences tab You should see a list of applications that have access including the CleverQ application To remove access select CleverQ and press the remove button To modify the access press the Properties button There is an issue with QuickBooks that will affect the Inventory Valuation Summary data When Items in the items list ar
22. le C Documents and Settings All Users Documents CleverQ CleyasafataSample Abd Patent Pending Cop Sk 2008 2010 CleverQ h fill Override the default date range of each gauge O sey aoe AOE SCN Copy Dashboard to clipboard print it out or get the Scorecard Report eno quake Al pareja e Se Aa Display more than one dashboard at a time 9 P Typical Dashboard The dashboard is the main user interface for the software The program will open to this screen From here the user can select a different tab to get a different dashboard as well as use the various controls to change date ranges copy the dashboard to the clipboard to use as an illustration in another document print a copy of the dashboard or print a ScoreCard report showing all the important information associated with all the dashboards indicators and tips By right mouse clicking on a single gauge the user can drilldown to see the gauge details see the data behind the gauge compare the data with prior periods view tips change the setup of the gauge change options or refresh the gauge There is a button on the bottom of the gauge da to increase the size of the dashboard to LE fill the screen Another button than one dashboard at a time will open up another window so you can see more Page 6 CleverQ Introduction and Setup Manual a CleverQ Navigator ES Extract Transform Load ETL Definitions Q Data Warehouse 11395 records 0 out of 0 reco
23. le Software Development Kit SDK so you can display dashboards and reports from your own applications Page 5 CleverQ Introduction and Setup Manual Some of these features are illustrated in the following figures Up to 8 Customizable Tabs Dashboards Sampe company gt us ur 0 23 2010 Income Expenses Banking Inventory Analysis TOTAL Accts Pay Rec Account Analysis Gross Wages Sales Dept Analysis Sample 4 gt 220 000 200 000 f y a j 69 190 180 000 160 000 EZ 209 922 140 000 120 000 a 100 000 5 100000 91 506 60 000 ae 20 000 ee o oO ES oS 26 910 Ah WH Wah gh ah Net Ord Income Total COGS Emp Exp gt loss J Fixed amp Var Exp Actual Forecast a 2008 2009 Total Income Pie Total Income Act vs Forecast Net Ordinary Income Net Income by Year Last 12 months Between 5 31 2009 AND 8 31 2010 Last 12 months 3 300 000 Up to 8 3 000 000 Gauges per 2 700 000 Dashboard 2 400 000 2 100 000 1 800 000 1 500 000 1 200 000 900 000 600 000 300 000 Sa oh 5 Se S e SS 4 y Total Income SAAR Mavg a Total Income Linear Annual Trend Operating Profit Margin Company Gross Margin Ord Income Total Income Total Inc SAAR vs Linear Last 12 months Last 12 months Last 12 months Between 5 31 2009 AND 5 31 2010 y From sl En gt Re fa ta Copy Print Scorecard Close WR 5 Last refreshed at 6 28 10 8 35 AM QBD Fi
24. nterface information needed to utilize the CleverQ program functionality This manual is only available from the Windows Program Menu Adobe Reader Installation If you do not already have Adobe Reader installed on your computer go to the following website to download and install the software http www adobe com products acrobat readstep2 html Using the Reader Refer to the Adobe Reader help system for details of how to use this program to view your user manual Here are a couple of suggestions User manuals have a table of contents in the front of the document You can display the table of contents and press on a section and the program will automatically jump to that section of the manual There is also a bookmark feature in the program that allows you to navigate the manual Page 24 CleverQ Introduction and Setup Manual Arc standard ely Woodie tion ane Setup par D File Edit View Document Tools Advanced Window Help Print emai PY search P create POF P Review amp Comment E Secure 4 sign ae oO fa i BE How To oe 4 11 MIO e M EF E Options x E Introduction Licensing elements or user defined breakdowns EDS The Setup Program Dy License Agreement Dy Starting the Software DY Registration and Activation Unlimited number of dashboard definitions can be saved and conveniently loaded for display or be printed as a ScoreCard A report manager
25. omize the title description category security batch group and filters EI The Setup Program Reports can be previewed printed exported to Excel or Word RTF or saved as a Da License Agreement A report users Starting the Soft have access to and their ability to modify them Results age Sora You can import or export gauges ratios and or parameters from different QBD data files El gauges organized into groups of Total instances Found 40 Dy Registration and Activa oF ed eee si ines Ey Using the Software Adobe Reader sofware El gauges on each dashboard Program Menu Some of tbese fearures are illustrated i the following figures El predefined gauges or create your own DY CleverQ Data Files El Gauges can display data ratios EHD Preferences a my a Ef the gauges on the dashboard update Dy Departments El a gauge based on the value EHD Data Sources El ratios gauges and dashboards Nur B QuickBooks a GY Numerous gauge types provide limitle Dy Choose QuickBot c N 4 El values Gauges can default to specific Select Data Optic i El Many gauges include a drilldown feat Select Date Rang ar El single gauge to a graph then ED Get QuickBooks El what gauges and report users have DS Immediately El export gauges ratios and or paramet El single gauge the user can drilldown D Scheduled Tas The dashboard is the main user interface for the software The program will open to this El HA Suppo
26. omputer hardware but the faster the CPU in your system and the more RAM memory you have the better performance you will have with the software The software once loaded will occupy approximately 100 Mb of disk space Installation Licensing There are four options for licensing the software CleverQ Standard Edition e Single User Single Company e Single User Multiple Companies CleverQ Professional Edition e Multiple Users Single Company e Multiple Users Multiple Companies Single user licensing is for installation on a single user operating system like Windows XP Windows Vista or Windows 7 Multiple User licensing is for installation on a server based operating system like Windows 2003 Server or Windows 2008 Server If you have or want to monitor multiple companies you will want to choose the Multiple Companies licensing option The Single Company license will only allow you to use one specific company The Setup Program The setup or installation program is generally downloaded from our website Once downloaded run the file and you will see various screens to guide you through the installation The same setup program is used no matter what your licensing option is This installation needs to be done by a user with administrative privileges The administrator can install for a non administrator using a separate setup program discussed later in this section The installation consists of four steps 1 Check for install
27. ools to assist in developing and documenting the parameters indicators gauges and dashboards Numerous gauge types provide limitless flexibility in graphically showing indicator values Gauges can default to specific data ranges or be specific to departments Page 4 CleverQ Introduction and Setup Manual e Flexible filtering system allows you to use the same gauge design multiple times based on different filters e Many gauges include a drilldown feature to look at the underlying data Drill down from a single gauge to a graph then drill down to the data then export the data to Excel for further analysis e Additional drilldowns defined by the user include other dashboards gauges reports external files and web pages e Compare data from previous periods e There are options for working with departments including defining them based on QuickBooks classes or allocating them based on predefined percentages of common elements or user defined breakdowns e Unlimited number of dashboard definitions can be saved and conveniently loaded for display or be printed as a ScoreCard e When enabled the built in security system can limit what gauges and report users have access to and their ability to modify them e You can import or export gauges indicators and or parameters from different QBD data files e A custom interface can be designed to drilldown to specific data in another application e If you subscribe to the on line web b
28. rds ia File C Users Public Documents CleverQ CleverQDataSample qbd 13 5 MB Copyright 2008 2012 CleverQ CleverQ Navigator For power users or users who will create parameters indicators gauges and dashboards the easy to use Navigator form provides a roadmap to the program and data organization Refer to the Customization User Manual for a detailed description of the various elements controlled by this form Page 7 CleverQ Introduction and Setup Manual EN CleverQ QuickBooks Extractor Setup Company amp Financial Profit amp Loss Balance Sheet Monthly Data Budgets Filters Profit amp Loss Budget Overview For Prior 2 years 1 curent yr only Sales Account Account v Sales by tem Summary Cl 3 laty Tota ass lt No Filter gt y C lculo Anal Sales by Rep Summary z WES Sales by item by Rep Summary Customer z For Future 0 years Sales by Customer Summary Open Sales Orders by Item Employee y Open Sales Orders by Rep gt Py Open Sales Orders by ltem by Rep E Payroll Job v Payroll Summary Inventory Sales Rep 7 Inventory Valuation Summary ote gt Inventory Stock Status by Item El Vendors 4 Payables A P Aging Summary I Remove all Detail Records and Keep Totals Show Report i Customers 4 Receivables r r Kep ww y A R Aging Summary All Row
29. rmative links Page 26 CleverQ Introduction and Setup Manual Support Blog Our support blog can be found at http www cleverg com Blog or by choosing the menu item off of the Help menu Here you can search for informative information about the program as well as post comments Program Updates Updates to the software is done via the Help Menu within the program You must have a valid and current Support ID entered on the Preference form in order to get updates EVET o File View Edit Setup Help User Manuals gt About CleverQ Install Updates Choose Check for Updates to determine if an update is available This can also be automatically done by setting a preference on program startup Choose Install Updates to close the program and install the new version gt Occasionally changes are made to the structure of the CleverQ Data File you will be prompted when this occurs Having a backup prior to these updates is a good idea but a temporary backup will be created automatically when this update occurs Technical Support By pressing the Technical Support button on the About Box you will see information about getting technical support Or visit the website http www CleverQ com support Training Training is available Visit the website below for more information http www bigticketsolutions com Customization Customization of the CleverQ software is available Visit the website b
30. rt screen From here the user can select a different tab to get a different dashboard as well El the gauge details see the data as use the various controls to change date ranges copy the dashboard to the clipboard to F EH User Manuals and Helg use as an illustration in another document print a copy of the dashboard or print a El the gauge compare the data with Da Introduction and Set Ef the gauge change options or refresh Dy General User Manus ant El the gauge There is a button J El the gauge to increase the size Da Customization Mane BY Add on s Manual El ratios gauges and dashboards the e Ef Gauge Type Selection Numerous gauk PA Da Security Manual CleverQ Introduction and Senp Manual Dy Data Package Creat ScoreCard report showing all the important information associated with all the EDS Adobe Reader dashboards ratios and tips Installation By right mouse clicking on a single gauge the user can drilldown to see the gauge details see the data behind the gauge compare the data with prior periods view tips change the iz 8 5 x 11 in 114 4 4of28 gt bI1 6 O Complete Acrobat 6 0 Help Websites Geven Mandand eddies o File View Edit Setup Help User Manuals gt Program Updates Support Website About CleverQ Support Blog Support Website The support website http www CleverQ com support provides tips tricks user manuals demos and other info
31. s All Columns i j Ven os Ta bate saree e Time by Name Clear Settings for this Report Data C Documents and Settings All Users Documents CleverQ CleverQ Data Sample qbd Done Loading data from QuickBooks You have the ability to get data from all current versions of QuickBooks The form lists all data that comes from QuickBooks and you have options for getting totals only excluding some reports sending data to filters and selecting different date ranges There are similar forms for add on s where you can get data from any Microsoft Access database ODBC Source or Microsoft Excel workbook If the data is not available from any of these sources you can manually enter data using the Data Package Creator This standalone program and data file can be used for other accounting software or other sources of data Templates are included and can be customized to make the data entry consistent Page 8 CleverQ Introduction and Setup Manual O Sauls Company Enter New Data jj Edit Existing Data New Template ltem Row Name Notes ASSETS Current Assets Checking S aving Accounts Receivable Fixed Assets 16000 Fixed Assets Furniture and equipment with useful life exceeding one year 16100 Computer Programing 16200 Land amp Leasehold Improvements 16300 Furniture amp Fixtures 16500 Vehicles Company 16600 Building amp Improvements 16700 Leasehold Improvements
32. s by Item Summary ff the items had activity within the report date range but exclude all inactive items from the Inventory Valuation Summary Accurate Annual Tumover Retum on Asset Days Inventory and other indicators require child items remain in Active Status while loading QuickBooks data Page 30 CleverQ Introduction and Setup Manual a CleverQ Navigator Extract Transform Load ETL Definitions Data Warehouse Data Cache 11467 records 85 out of 85 records iz File C Users Public Documents CleverQ CleverQDataSample qbd 13 9 MB Copyright 2008 2012 CleverQ The process will always use the last QBD file that CleverQ was working with The results of all these Batch Jobs are recorded in the Log of the QBD file This is available by opening CleverQ selecting Help About CleverQ from the main menu Press the System Information button and then press the Log Report button Page 31
33. up every time the software is started Using the Software Once the program starts up for the first time you will be connected to a sample data file and the dashboard for that sample file will be displayed This will give you an opportunity to explore the program and get familiar with it The General User Manual should be used to understand the gauges that are setup with the sample data file and also to understand the options for other gauges Program Menu The program contains a pull down menu that is used to navigate through the software The menu structure is a function of security based on users and groups The complete menu structure consists of the following File CleverQ Data File Open Backup Create New from Existing Create New from Blank Compact and Repair Load Data from Data Sources Exit View Active Dashboards Select Dashboards Reports View Data Table Pivot Tables Profit and Loss Balance Sheet Sales by Item Summary Edit Data Setup Page 16 CleverQ Introduction and Setup Manual Navigator Preferences Data Sources QuickBooks Database Excel Data Package QBD Merge Parameters Indicators Gauges View Gauge Types Setup Gauges Dashboards Security Object Relationships Export Import Objects Help User Manuals Introduction and Installation Manual General User Manual Customization Manual Extractors Manual Security Report Manager Manual Program Updates Check for Updates Install Updates
34. xtraction QuickBooks Option aes Clear out all tested flags Done Enter your company name Warning If you have licensed the program for a single company it is important that this company name match exactly the company name submitted with your registration C Disable Single Company Multiple Companies C Multiple Companies with Totals Select the first month of your fiscal year This must match what you have in QuickBooks if you are using QuickBooks If you have a logo available as a graphic file you can browse for it and choose it here It will be copied to the same folder as the current data file and that will be the location where it is used This logo shows up in various parts of the program including the screen that displays tips when the tip is flagged as a key indicator The program will automatically check for updates when it starts if you check off the box Check for updates when program starts You will only get a message if an update is available and to install the update you will need to choose the option Install Updates from the Help menu The program will close when you do an update NOTE Getting updates requires a valid and current Support ID which is entered on this form To enable security check off the Security Enabled box Refer to the separate Security manual for details on the security system This manual will also describe the option to Use Windows User ID For real time update

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