RI Core Visuals are prebuilt RI Visuals included with ACE. They provide standardized operational, financial, and performance reporting without requiring users to create custom RI Visuals.
Like all RI Visuals, RI Core Visuals use the Rainmaker Insights reporting engine and can be run, previewed, and exported. Unlike custom RI Visuals, RI Core Visual cannot be modified directly.
Locating RI Core Visuals
RI Core Visuals are organized within the Core folder in RI Visuals.
To locate an RI Core Visual:
Go to Reports → RI Visuals.
Expand the Core folder.
Expand the appropriate category folder.
Select the RI Core Visual you want to view.
Image displays the Core folder expanded to show the available RI Core Visual Categories
RI Core Visual Categories
RI Core Visuals are organized into folders based on the type of information they provide.
Category | Description |
|---|---|
Accounting | Financial reporting, including invoices, payments, balances, and other accounting information. |
Agents | Reports that measure agent productivity, activity, goals, and performance. |
Clients | Reports used to review client account information and collection activity. |
Company | Organization-wide operational and performance reporting. |
Salesperson | Reports related to salesperson activity and performance. |
Worklist Summary | Reports that summarize worklist activity and account distribution. |
Identifying an RI Core Visual
Each RI Core Visual includes information that helps identify its purpose and configuration.
The Visual list displays each RI Core Visual's:
Label
Identifier
When an RI Core Visual is opened, the Visual Details section displays:
Label
Identifier
Description
Scope
Role
Folder
Core Visual indicator
In addition to the Core Visual indicator, a notification banner appears at the top of the page stating that the RI Core Visual cannot be modified directly and must be cloned before changes can be made.
The Description summarizes the purpose of the Visual and the information it provides.
Image displays the Core Visual notification and the Visual Details section for an RI Core Visual.
Modifying an RI Core Visual
Although you can run an RI Core Visual, preview results, and export data, the RI Core Visual cannot be modified directly.
When you open an RI Core Visual in the Visual editor, a notification indicates that the Visual cannot be modified and must be cloned before changes can be made.
To customize an RI Core Visual:
Clone the RI Core Visual.
Edit the cloned copy.
Save the cloned Visual.
The cloned Visual becomes a standard RI Visual that can be edited, shared, and added to RI Boards.
For more information, see Editing an RI Visual.
Image displays Clone button in an RI Visual
RI Core Visuals vs. Custom RI Visuals
Although both use the Rainmaker Insights reporting engine, they serve different purposes.
RI Core Visuals | Custom RI Visuals |
|---|---|
Included with ACE | Created by users |
Standardized reporting | Custom reporting |
The Visual cannot be modified directly | The Visual can be modified |
Can be cloned to create an editable copy | Can be edited, cloned, shared, and reused |
Stored in the Core folder | Stored in user-defined folders |
Best Practices
When working with RI Core Visuals:
Review the Description to understand the purpose of the Visual before running it.
Use RI Core Visuals whenever they meet your reporting needs.
Clone an RI Core Visual to create a customized version while preserving the original.
Create a custom RI Visual when your reporting requirements cannot be met by an RI Core Visual.