BI Reports

BI Reports
Marsha Lewis
VP of Marketing at DealRoom

BI Reports

Understand how to use the reports tab. If you have Editor BI access, you can create reports using the BI reporting platform. If you only have view BI access, you will be able to access the reports that have been created already. There are all different types of reports you can create using BI charts, graphs, progress reports, and more. The data that is within your instance can be created in a report, pulling data from custom fields and phases set up in settings. Create additional dashboards to pull data from inside each project room.