Reports & Analytics

20 guides in this area.

Guide types: How-to for a task, Business process for an end-to-end flow, Page reference for screen detail, Data reference for stored fields, and Troubleshooting for recovery steps.

BSuit ERP (20)

Masters (3)

AlertsPage referencePartially reviewed10 fields, 1 reference. Threshold alerts on any metric, emailed when triggered
MetricsPage referencePartially reviewed10 fields, 1 reference. Define a reusable aggregation once, reference it by code everywhere
Scheduled ReportsPage referencePartially reviewed16 fields. Auto-generate and email reports on a schedule

Reports (3)

BuilderPage referencePartially reviewedReference for Builder in Reports & Analytics.
Power BI ReportsPage referencePartially reviewedReference for Power BI Reports in Reports & Analytics.
ReportsPage referencePartially reviewedReference for Reports in Reports & Analytics.

Dashboards (1)

DashboardPage referencePartially reviewedReference for Dashboard in Reports & Analytics.

Other pages (1)

MisPage referencePartially reviewedReference for Mis in Reports & Analytics.

Articles and how-tos (2)

Reports and analytics: build, review, publish and schedule reportsBusiness processPartially reviewedBuild a report from a standard template or a data source, save it, move it through review and publication, schedule delivery by email, and watch metrics with KPI alerts.
Getting started with Reports & AnalyticsHow-toPartially reviewedSelf-service report building, scheduled delivery, metric alerts, and Power BI integration.

Data reference (10)

CertifiedMetric — data referencePage referencePartially reviewed22 fields. All 22 fields BSuit stores for CertifiedMetric (Reports & Analytics), with the record types they refer to.
DashboardDigestSubscription — data referencePage referencePartially reviewed14 fields, 2 reference. All 14 fields BSuit stores for DashboardDigestSubscription (Reports & Analytics), with the record types they refer to.
DashboardPlacement — data referencePage referencePartially reviewed15 fields, 1 reference. All 15 fields BSuit stores for DashboardPlacement (Reports & Analytics), with the record types they refer to.
KpiAlert — data referencePage referencePartially reviewed22 fields, 1 reference. All 22 fields BSuit stores for KpiAlert (Reports & Analytics), with the record types they refer to.
MISDashboard — data referencePage referencePartially reviewed11 fields, 2 reference. All 11 fields BSuit stores for MISDashboard (Reports & Analytics), with the record types they refer to.
MISWidget — data referencePage referencePartially reviewed15 fields, 1 reference. All 15 fields BSuit stores for MISWidget (Reports & Analytics), with the record types they refer to.
PowerBIReport — data referencePage referencePartially reviewed15 fields, 1 reference. All 15 fields BSuit stores for PowerBIReport (Reports & Analytics), with the record types they refer to.
ReportMetric — data referencePage referencePartially reviewed15 fields, 1 reference. All 15 fields BSuit stores for ReportMetric (Reports & Analytics), with the record types they refer to.
SavedReport — data referencePage referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for SavedReport (Reports & Analytics), with the record types they refer to.
ScheduledReport — data referencePage referencePartially reviewed28 fields, 1 reference. All 28 fields BSuit stores for ScheduledReport (Reports & Analytics), with the record types they refer to.