Business Intelligence (BI) Access, Setup, and Permissions

Overview

Updated 03/07/2022

Click on the links below for more information

• Business Intelligence (BI): Reports
• Business Intelligence (BI): Terminology and Filters
• Business Intelligence (BI): Webinar
• AvionteBOLD Business Intelligence (BI) Foundations video

BI Access and Setup
Business Intelligence (BI) Reporting Permissions

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.

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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.

 

 

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