BI Tool General Menus

The main menus for Enterprise BI are located to the left and right corners of the screen and can be accessed by hovering over the horizontal   line icons.

The middle of the top pane will display the name of the report currently in use, and a few options below it in white.

NOTE: The Refresh, Date Range Filter, PDF and Excel options will only work for Reports, and cannot be used when a dashboard is displayed.

If the view is on a Rebuild Cache schedule, the date and time of the last rebuild will be shown next to the report name.

On the right side of the menu line, the name of the user currently logged in will be displayed (‘john’ in the example shown.)

Clicking on the horizontal lines icon    will display a drop-down list with various options to create, edit or delete reports or dashboards. You can also apply changes on the fly or rebuild the report cache.

Click on the top-left corner   to display the menu for the Reports Menu Editor where users can create, re-name, and remove folders from the Public / My Reports menus. Users can also customize the display order of folders and reports.

NOTE: To edit the Public Reports folder, a user must have Administrator access set in their profile.

Administrators will also see an Administration menu with various Enterprise BI setup sub-menus as shown below:

Hovering over the pushpin icon   in the left-hand corner or anywhere within the left blue vertical bar will display a three-section menu with Public Dashboards, Public Reports, and My Reports options.  Clicking the pushpin icon   will lock the menu in place.

Public Dashboards and Public Reports are accessible by all users, while My Reports are ones that are that are private and available to only the current user.

NOTE: Access to various reports and dashboards will depend on your security settings.

Clicking the arrow   to the right of each menu option will display the reports/dashboards to choose from, as well as sub-folders that will drill down into other related reports. Dashboards are listed individually and are not contained in sub-folders.