Click here for detailed information on BI Reports.
BI Access and Setup
Please note that the level of access (Admin vs. Standard) doesn’t impact permissions anywhere else in the application – it’s only for BI.
- An Admin User has access to all five of our standard Dashboards and Reports – Operations, Job Board, Metrics, Sales and Recruiting.
- A Standard user gets access to only two - Sales and Recruiting.
It’s important when requesting BI access that you have the email available for the user desired, and whether or not the user in question needs Admin vs Standard access.
Business Intelligence (BI) Reporting Permissions
Some clients create and manage internal branches where all of their internal employees are set up. Our BI reporting reflects all data within an environment, except that internal branches can be excluded.
If you have internal branches that you would like setup to be excluded from your BI reports, the Edit Office feature makes that possible. Check the box marked "Internal" to enable this. This will ensure no users will see data from the specified branches within your BI reports.