Understand the Business Intelligence Screen

Open the Business Intelligence screen

  1. Hover a mouse pointer over the Reporting menu link to display its drop-down menu.

  2. Click Business Intelligence to open the Business Intelligence screen.

 

Understand the Business Intelligence screen

Once the Business Intelligence screen opens, it displays in a frame format: left and right frames.

 

Left Frame

  1. Main Menu: displays tools to create, run, edit, duplicate, delete, or export reports and manage folders.

  2. Search report names: search for available analytic reports.

  3. Dashboards and Reports: the available dashboards and reports are displayed, depending on the user's profile rules.

  4. Report Description: description of selected report, when applicable.

 

Right Frame

  1. Tabs: displays selected dashboard or report name.

  2. Change User Preferences icon: opens the User Preferences pop-up screen allow the user to change the start up or user reports.
    Help icon: launches the context-sensitive Help.

  3. Dashboard Designer: displays selected dashboard or report which allow users to create or edit.
    Report Viewer: displays selected reports in the design grid or the context-sensitive Help.
    Welcome to Track Business Intelligence is the default screen and is displayed if the dashboard or report is not open.

 

Other Features

  1. Splitter Icon: click the splitter icon to hide or display the Left Frame.

  2. Separator: press and hold the mouse on the separator (the vertical line which separates the Left and the Right Frames) then drag it to the left or the right to resize the frames.