BI platform overview

BI platform value

Flexible, easy-to-use Visual Self-Service Analytics with powerful customization

• A wide range of chart types presents data in the most effective format.
• Powerful analysis capabilities help you explore the value of your data in depth.
• Flexible customization supports complex analysis models and organization-specific scenarios.

Deep business integration with granular permission management

• The platform inherits the PaaS permission system, including role permissions (object-level and field-level permissions), feature permissions, data permissions, chart permissions, and dashboard permissions. This resolves integration problems that traditional BI systems can have with data permissions and data synchronization.
• Charts integrate deeply with business applications and can be embedded anywhere, so data can support decisions wherever users work.

Better decisions that drive business growth

• Use data to make informed decisions and monitor changes in real time.
• Understand the results of decisions, establish a PDCA management loop, and drive further business growth.

BI platform architecture

BI platform capabilities

Data Dashboard

• Open CRM > Data Dashboard to view, create, edit, and manage dashboards.

• For details about the capabilities on this page, see Create a data dashboard.

Reports

• Open CRM > Report Entry to filter, view, create, and manage reports.

• Search: Fuzzy-search folder and report names. Matching text is highlighted, with folders listed before reports.
• Global settings: Administrators can customize BI-level settings, such as whether filters for an owner or Owner’s Primary Department include Former Users (departed employees), whether employees can view metric values in ranking charts, BI-level chart configuration schemes, and preset chart configuration for Sales Stage conversion analysis.
• Filters: All shows all visible reports; Created by me shows reports I created; Edited by me shows reports I modified; Visited by me shows reports I have visited; and Favorites shows reports I have added to favorites.
• Chart type: Filter All Types of charts, including reports, crosstab reports, charts, joined reports, personal dashboards, and enterprise dashboards.
• Batch Operation: Select the checkboxes next to folders or charts to delete, export, move, or subscribe to them in batches.
• Settings: Select fields to display on the page, including view ID, description, type, Created On, creator, Modified On, modifier, template name, and template category.
• Folder actions: Rename or delete a folder, or create a subfolder.
• More Actions: Depending on your permissions, edit, export, delete, subscribe to, move, duplicate, rename, forward, or favorite a report or chart, and add pre-processing or post-processing functions.
• For details about Metric Management, see Manage metrics.

Report Permissions

• Open CRM > Report Permissions to view and edit chart permissions.

• View report permissions: Search for a chart name to view its access and operation permissions.
• View charts with a permission: Search by access permission, operation permission, creator, viewer, and chart type to find charts with a specified permission.
• Edit chart permissions: Select the edit permission action for an individual chart to edit its permissions.

• Batch Edit chart permissions: Select the checkboxes next to folders or charts, select the required permissions, and modify the permissions in batches.

Subscription Management

• Open CRM > Subscription Management to view historical subscription tasks, Unsubscribe, and reset subscription settings.

• View current or canceled subscriptions: View subscription tasks, the number of deliveries, storage usage, and delivery results.

• Edit: Reset the details of a subscription task.

• Disable: Disable an enabled subscription task.
• Enable: Enable a disabled subscription task.
• Export: Export the subscription file for an individual offline subscription task or a single delivery.
• Delete: Delete an individual disabled subscription task.
• Delete subscription records: Delete a delivery record from an individual subscription history.
• Batch delete by generation date: Delete all subscription files generated before a specified time.

• Scheduled deletion: On the first day of each month, delete subscription files outside the retention period calculated from their generation dates.

• Delete by generation date: Delete subscription tasks generated before the selected date.

Report Logs

• Open CRM > Report Logs to view operation logs and view logs for all employees.

• Search user actions by modifier or operator, modification or view time, operation, resource type, and operation details.
• Permissions: Only report administrators and CRM administrators can view this page.

Metric Management

• Open CRM > Metric Management to create topics and metrics within a topic.

• For details about Metric Management, see Manage metrics.