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Advanced Analytics
Module: Business Intelligence Dashboard
Where to open in admin
- Log in to Admin.
- Open sidebar menu Business Intelligence Dashboard.
- Click Advanced Analytics.
- Direct route (for admins):
admin/business_intelligence/business_intelligence_analytics
What this screen is for
Work with **Advanced Analytics** records inside Business Intelligence Dashboard (list, create, edit, and process according to your role).
How to use — step by step
- Open the screen from the module sidebar menu.
- Use Search / Filters to find existing records.
- Click New or Add to create a record; fill required fields marked with *.
- Save as draft if the module supports drafts; otherwise save and continue editing.
- Use Edit on a row to update; use Delete only when policy allows and no dependencies exist.
- If an approval workflow exists, submit the record and ask an approver to approve/post.
- Use related Reports or Dashboard widgets to verify the outcome of your work.
Common buttons & actions
- New / Add
- Edit
- Delete
- Filter
- Export
- Approve/Post (if enabled)
Required permissions
Staff need the bi_analytics feature with: view.
Assign under Setup → Staff → Roles → Permissions.
Related guides
See the Business Intelligence Dashboard overview for module-wide workflows, API, and setup.