Managing Business Intelligence Reports

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Actions
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 Reports Overview, click the BI Reports link in the System Administration component. Type criteria in the Quick Find search box for the connection you want or click Show first 10.

The component Actions menu has the following functions:

Actions

Select Add to add a new business intelligence report. See Adding a Business Intelligence Report.

You can view or change information in these fields:

The row Actions menu has the following functions:

Actions

Select Copy to copy an existing business intelligence report. See Copying a Business Intelligence Report.

Select Delete to delete a record. Select the Undo button to reverse the delete action. Click the Save button.

Select Exclude from Search Results to exclude a record from your search.

Select Open to view or change business intelligence report information. See Maintaining 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 Links to manage links. See Working with Links.

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