BI Reporting in DealRoom Overview

Here is an overview of the features and navigation of BI reporting in the Pipeline.





Note: The dashboard listed first in the Groups folder will automatically be displayed as the default dashboard when you click the Reports tab.

Deleting Reports or Dashboards

If you need to delete a report or dashboard, please note that restoring it requires manual intervention from our support team. Reach out to us, and we'll be happy to assist with the restoration from the backend.

If you'd like to learn more, here are some relevant articles:

How to create a simple BI report?
How to create a new dashboard and find where it is later on?
Overview of Pipeline Dashboard

Updated on: 24/09/2024