Overview
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Getting Started:
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To begin select the desired view
Pick the date range you would like to pull into the Genie (NOTE: Depending Depending on the view and club activity the view can contain 100s of thousands of records.)
Chose values based on desired analysis, and avoid pulling in too much data at once.
Once you have the view selected, on the top of the Genie interface are a series of available columns. Simply Drag-and-Drop a column to either the left side (row results) or top side (column results) to begin. Don’t be afraid to experiment, this data is completely read-only.
For advanced view, select multiple columns on the left or top side to enable drill-down analysis.
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Trim Data:
When there is significant transaction detail it can often be worthwhile to pre-filter the data before pulling from the database. Select the “Add Filter” button to customize your data retrieval based on any combination of filters and search criteria. These filters will be applied at the database level and help reduce load times and memory usage locally.
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