Difference between revisions of "BI Editor"

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{{Module Introduction|BI Script|General}} allows the creation of Business Intelligence (BI) scripts, which are used to display robust HTML reports. These reports can then be displayed in the {{Module|Dashboard}}.
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{{Module Introduction|BI Script|General}} allows the creation of Business Intelligence (BI) scripts, which are used to display robust HTML reports. These reports can be saved, printed, or displayed in the {{Module|Dashboard}}. Fishbowl includes several scripts for free. To order a custom script, contact {{email|reports}}.
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{{IntroImage}}
  
 
== Module buttons {{top}} ==
 
== Module buttons {{top}} ==
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== View {{top}} ==
 
== View {{top}} ==
  
BI Scripts can be viewed by double-clicking a {{Module Button|Page|3=text-top}}, and then clicking the {{Icon Button|Run|Preview}} on the component toolbar to the right. Then click the {{Button|Modify Report|Parameters}} to modify the script parameters.
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BI scripts can be viewed by double-clicking a {{Module Button|Page|3=text-top}}, and then clicking the {{Icon Button|Run|Preview}} on the component toolbar to the right.
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[[File:Component toolbar scripts.png|link=]]
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The buttons at the top of the preview window can be used to {{Module Button|Print}} the current view or {{Module Button|Save}} it as a PDF.
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[[File:BI Script.png|link=]]
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Click the {{Button|Modify Report|Parameters}} to modify the script parameters.
  
 
[[File:Script parameters.png|link=]]
 
[[File:Script parameters.png|link=]]
  
BI Scripts can also be viewed by adding them to the {{Module|Dashboard|Add gadgets}}.
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BI scripts can also be viewed by adding them to the {{Module|Dashboard|Add gadgets}}.
  
 
== Tips {{top}} ==
 
== Tips {{top}} ==
  
 
* Items on a pie chart can be hidden by clicking the label in the legend.<br>[[File:Pie hide.png|link=]]
 
* Items on a pie chart can be hidden by clicking the label in the legend.<br>[[File:Pie hide.png|link=]]
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* When previewing a script, click the {{Button|Refresh}} to include any changes to the data that have happened since the last preview.

Revision as of 15:49, 10 April 2018

Icon.BI Editor.png The BI Script module, located in the General group, allows the creation of Business Intelligence (BI) scripts, which are used to display robust HTML reports. These reports can be saved, printed, or displayed in the Small.Dashboard.png Dashboard module. Fishbowl includes several scripts for free. To order a custom script, contact reportsEmail.pngfishbowlinventory.com.
File:BI Editor.png

Module buttons Template:Top

New Button.png New creates a new Page Button.png Page. Click the drop-down arrow to create a new Template Button.png Template, Style Button.png Style, or Script Button.png Script.

Import Script Button.png Import allow BI scripts to be imported from a JSON file.

Save Button.png Save will save changes to the file that is currently open.

Delete Button.png Delete will delete the file that is currently open.

Duplicate Button.png Duplicate will create a duplicate of the file that is currently open.

Email Button.png Email opens a window to compose an email. If the module's default report is specified, the PDF report will be attached. Email can be configured on the Email tab of the Small.Settings.png Settings module.

Print Button.png Print sends the default module report to the printer.

How To Button.png How To opens this article in a web browser.

Refresh Button.png Refresh reloads whatever is currently open in the module.

View Template:Top

BI scripts can be viewed by double-clicking a Page Button.png Page, and then clicking the Run Icon Button.png Preview button on the component toolbar to the right.

Component toolbar scripts.png

The buttons at the top of the preview window can be used to Print Button.png Print the current view or Save Button.png Save it as a PDF.

BI Script.png

Click the Modify Report Button.png Parameters button to modify the script parameters.

Script parameters.png

BI scripts can also be viewed by adding them to the Small.Dashboard.png Dashboard module.

Tips Template:Top

  • Items on a pie chart can be hidden by clicking the label in the legend.
    Pie hide.png
  • When previewing a script, click the Refresh Button.png Refresh button to include any changes to the data that have happened since the last preview.