Business Intelligence Admin Dashboard

The Business Intelligence Admin dashboard provides Business Intelligence functionality directly from the Admin dashboard. To access this dashboard, you must be a system administrator.

To access Business Intelligence Admin:

  1. Go to System Admin > Outputs > Business Intelligence.
    The Business Intelligence Admin dashboard opens.

  2. To search, you can do any of the following:

    • Sort by columns. See Search dashboards.

    • Use Quick Search. See Quick Search.

    • Use More search to search by Name, Category, Report Type, XML, Last Run User and Date, and Last Design User and Date, Attribute Type and Value. See More search.

  3. To search by Report Type, you can enable the column Report Set Type or use More search.


The Report Set Type column appears. Types are Report, Dashboard, Scheduled, and Datasource.

To view reports:

  • Select the report and click Run.
    The report opens in Business Intelligence, in View mode.

To edit reports:

  • Select the report and click Edit.
    The report opens in Business Intelligence, in Design/Edit mode.

To delete reports:

  • Select the report to delete and click Delete.

    The Delete Report confirmation window displays.

  • Click Yes to delete the report.

    Note:  Global Admin users cannot delete the following:

    • Reports with the PHR_SystemAdmin Role (secured for PrismHR)

    • Reports that are configured as datasource reports

    • Reports that are used in a BI widget

    • Reports that are used in a Dashboard

    If a Global Admin user attempts to delete a report that meets at least one of the above-mentioned criteria, a message displays to the user and they are prohibited from proceeding.

To mark a report "Do Not Archive":

  • Click the checkbox in the Do Not Archive column next to the reports you want to exclude from being archived.

The report becomes exempt from being archived by the scheduled process Auto Archive BI Reports effective immediately. The report is also exempt from being archived when the Archive button is used to manually archive a report.

To manually archive a report:

  • Select the report to delete and click Archive.

    The Archive Report confirmation window displays.

  • Click Yes to archive the report.

    Note:  Global Admin users cannot archive the following:

    • Reports with the PHR_SystemAdmin Role (secured for PrismHR)

    • Reports that are configured as datasource reports

    • Reports that are used in a BI widget

    • Reports that are used in a Dashboard

    If a Global Admin user attempts to archive a report that meets at least one of the above-mentioned criteria, a message displays to the user and they are prohibited from proceeding.

To restore an archived report:

  • Click Archived Reports.

The Business Intelligence Admin (Archived) dashboard displays.

  • Use More search to search by Name, Category, Report Type, XML, Last Run Use, and Last Design Date, and Archived DateSee More search.

  • Select the report to restore and then click Restore.

The report is added to the Business Intelligence Admin dashboard.

To delete an archived report:

  • Click Archived Reports.

The Business Intelligence Admin (Archived) dashboard displays.

  • Use More search to search by Name, Category, Report Type, XML, Last Run Use, and Last Design Date, and Archived DateSee More search.

  • Select the report to delete and then click Delete.

    The Delete Report confirmation window displays.

  • Click Yes to delete the archived report.

Note:  Only Global Admin users can delete archived reports.

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