Maintaining a Business Intelligence Report

In this Topic

Actions
Views

A business intelligence report summarizes or analyzes data, enabling you to draw insights and make effective decisions. Agencies can configure these reports in many ways, from simple summaries, data tables, and charts, to a list of strategic action items based on data analysis.

To access the Business Intelligence Report Summary, locate the appropriate row on the Business Intelligence Reports Overview and click the Rpt ID link or choose Open from the row Actions menu.

The Business Intelligence Report Summary contains the following tabs:

General

Access general information for the business intelligence report. See On the General tab, below.

Live Data

Access live data definition information for the business intelligence report. See Maintaining Live Data for a Business Intelligence Report.

Note: This tab displays when users select Live Data.

On the General tab:

You can view or change information in these fields:

Description
Report GUID
Entity
- Displays when users select Live Data.

Click in a field to add, change, or delete information as needed. Click the Save button when you are finished.

The component Actions menu has the following functions:

Actions

Select Push Live Data Definition to send the definition of the report's available entities and fields to the Microsoft Power BI service.

See Maintaining Live Data for a Business Intelligence Report.

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Issues to manage tracked issues. See Maintaining Tracked Issue Information.

Select Links to manage links. See Working with Links.