Getting started with Reports & Analytics

#How the module is organized

Builder is the self-service report designer (Mis); Scheduled Reports automates delivering a built report on a recurring basis. Metrics and Alerts let you get notified when a number crosses a threshold instead of checking a Dashboard manually. Power BI Reports embeds external Power BI content alongside BSuit’s own.

#Where to start

1. Build and save a report in Builder before trying to schedule it — Scheduled Reports runs an existing report, it doesn’t create one.
2. Set Alerts on the metrics that actually need proactive attention — not every Metric needs one.
3. Power BI Reports requires the external Power BI workspace to already be configured and shared; it doesn’t build Power BI content itself.