BI Dashboard

The BI Dashboard is a pre-defined dashboard for simple business intelligence.

It allows users to easily create a 6-chart dashboard, helping to visualise and analyse data.

Configuring BI Dashboard

Navigate to the relevant UTA and access the UTA Settings - General tab.
Click on the BI Dashboard hyperlink.
Click on New BI Dashboard button.
Populate relevant fields in the New BI Dashboard Settings page. The settings include

Name: name of the dashboard
Description: description of the dashboard
Record Filtering - Status Filter: data displayed on the dashboard will be based on the records with the selected statuses
Record Filtering - Type Filter: data displayed on the dashboard will be based on the records with the selected types
Chart Fields - Start Date: select field that will show the different Start Dates for the returned data
Chart Fields - End Date: select field that will show the different End Date for the returned data
Chart Fields - Fields to Group By: select a set of fields that you wish to aggregate the charts through
Chart Fields - Fields to Measure: select a set of fields to use as measurements in the charts

Click Save.
The Link to Dashboard field will now be populated with a link. This link can be used to create Home pages or links.