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→Configuring BI Dashboard
==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::* Chart Fields: - End Date::* 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
