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

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

1. Name
2. Description
3. Record Filtering: Status Filter
4. Record Filtering: Type Filter
5. Chart Fields: Start Date
6. Chart Fields: End Date
7. Chart Fields: Fields to Group By
8. Chart Fields: Fields to Measure