- BI Reports are more powerful and will eventually replace the iReports in the Reports module.
- The first version of the BI Report module was released with six reports on August 23, 2018.
- Each report has a Details tab that can be used to make the report available in the Dashboard module.
- Each report has an Access tab that is used to assign View and Edit rights to each User Group.
- BI Reports can be modified and created in the BI Editor module.
Below are descriptions and examples for some of the included BI reports.
Capacity Planning Report
Displays your scheduled work orders and your total time scheduled per day. Also allows you to reschedule those Work Orders to manage your schedule.
Compares current fulfilled month to date revenue against last year.
Sales By Region
Displays revenue by region.
Sales By Rep
Compares fulfilled revenue by rep.
Sales Goal Chart
Shows progress towards revenue goal.
Top Products Chart
A report that shows the top products by revenue.