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Business Intelligence Dashboard — Enterprise Integrations (how to use)

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Enterprise Integrations

Module: Business Intelligence Dashboard

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Business Intelligence Dashboard.
  3. Click Enterprise Integrations.
  4. Direct route (for admins): admin/business_intelligence/business_intelligence_integrations

What this screen is for

Financial reporting for management and compliance.

How to use — step by step

  1. Select company (if multi-company) and date range/period.
  2. Choose report parameters (basis, detail level).
  3. Generate report and review totals against trial balance.
  4. Export PDF/Excel and share with management.
  5. Use comparative view for period-over-period analysis.

Common buttons & actions

  • Generate
  • Export PDF
  • Export Excel

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.

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