Assign Business Intelligence to Module

The newly created Business Intelligence can be assigned to a specific module or modules which can be viewed through the Business Intelligence Viewer.

1. From the System Manager Module > Customize > Role.
   
   
2. The User Role List screen will be displayed. Select the account you want to assign the business intelligence to, e.g. Admin.
   
   

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3. From the User Role screen of the account you have chosen, select the Connected Business module you want to assign the business intelligence to.
   
   

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4. On the User Role form of the module you have selected,right-click on the area beside the dashboard controls. Click New Business Intelligence.
   
   

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5. The Multi-lingual Description screen will be displayed. Input the New Dashboard name and the description for the new business intelligence. Click Save and Close when done.
   
   

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6. Right-click on the New Dashboard icon you have just created and select Assign Business Intelligence
   
   

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7. Select the Business Intelligence you have just created and once done, click Save and Close from the menu bar.
   
   

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8. To view the Business intelligence you have assigned to your preferred module, go to that module and select B.I Viewer. The Business intelligence you have assigned should be displayed.