Business Intelligence User Dashboard
The Business Intelligence User dashboard module provides access to Business Intelligence functionality from within ClientSpace. You can access and manage the Business Intelligence reports associated with your user profile.
Note that some of the functionality described may not be available to you depending on your access permissions. The ability to add, edit, and delete reports requires appropriate access permissions.
To access Business Intelligence Admin:
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On the modules bar, on the right side, click <username> > Modules.
The Modules Search window opens.
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Click
(Open) next to "Business Intelligence" OR double-click the Business Intelligence line item in the grid.If you plan to access the Business Intelligence dashboard frequently, add it to your user profile so that it appears on your Modules bar for quick access. For detailed steps, see User modules.
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To search, you can do any of the following:
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Sort by columns.
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Use Quick Search.
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Use More search to search by Name and Category.
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To run reports:
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Select the report and click Run.
The report opens in Business Intelligence, in View mode.Note: You can also click
(Open) next to the report name or double-click the report's line item in the grid to run the report.
To flag "Favorite" reports:
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Click the Favorite checkbox on the report's line item in the grid.
The report displays at the top of the list when you first access the dashboard and favorited items will continue to display at the top of the list IF you keep the default sort order. The default sort order is by the Favorite column in descending order.
To add reports:
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Select the report and click Add.
The report opens in Business Intelligence, in Add mode.
To edit reports:
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Select the report and click Edit.
The report opens in Business Intelligence, in Design/Edit mode.
To delete reports:
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Select the report to delete and click Delete.
The Delete Report confirmation window displays.
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Click Yes to delete the report.