BI Components in Object List Page

Web Version

The BI components supported on the web version object list page include:

• General Components: Charts, Filters, and Dashboards.

1.1 Configuration Process

Navigate to Admin Console > Object Management > Preset Object Management/Custom Object Management, click the object name, and configure BI components under Layout > List Page > List Page Layout when creating/editing the object list page on the web version.

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1.1.1 Charts

After dragging the Chart component, select pre-created charts. You can choose up to 10 charts at a time. The available charts include:

• Subject-based charts for the current object and employee subjects.
• Reports where the primary business module is the current object.

Component Settings: - Name: Modify the display name. - Height: Configure the height of the chart component. - Auto-Adjust Height (for table-type charts only): Enable the component height to adjust dynamically based on actual data. - Delete: Remove the added component from the action area.

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1.1.2 Filters

When configuring the Filter component on the list pages of the following objects, only one filter can be added per list page: - Account - Leads - Sales Order - Payment Collection - Opportunity 2.0

Component Settings: - Delete: Remove the added component from the action area.

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1.1.3 Dashboard

After dragging the Dashboard component, select a pre-created dashboard.

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Component Settings: - Reorder: Adjust the display order of added dashboards. - Add More: Add additional dashboards. - Delete: Remove the added component. - Auto-Adjust Height: Enable dashboard height to adjust dynamically. - Hide Title: Hide the title when only one dashboard is added to the component.

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1.1.4 Campaign Insights

When configuring the Campaign Insights component on the Campaign object list page, only one component can be added per list page.

Component Settings: - Delete: Remove the added component from the action area.

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