Published at: 2026-09-17
Configure BI components on the home page
Configure the BI components available on a page.
Overview
The home page supports preset analysis components such as filters, charts, dashboards, sales briefs, payment collection statistics, and lead conversion. The mobile client can reuse the web configuration or use an independent configuration.
Before You Begin
[!IMPORTANT] - Role permissions: You need back-office configuration permissions for the target page. - Prerequisite: Create the charts, dashboards, or BI resources you want to display first.
Procedure
- Go to Admin Center > App List.
- Select an app and click the edit button.
- Choose whether to configure the web home page or the mobile home page, and then click Edit.
- In step 4, Page Configuration, of the app view editor, add the BI components supported by the current page to the component area.
- Select the BI resource and complete the page settings.
- Save the page configuration.
Page Rules and Restrictions
Each home page can contain only one filter. The filter can set default employee and date conditions, determine which charts participate in filtering, specify whether viewers can change the criteria, and allow the filter to be pinned to the top.
You can select up to 15 charts at a time, and a maximum height can be configured.
Each home page can contain only one dashboard component. You can select up to 10 dashboards in the component, and the dashboards support sorting, adding more, deleting, and automatic height adjustment.
Only one preset component of each type can be added to each home page.
Verify the Result
Open the target page and confirm that the component display, resource scope, and quantity comply with the current page rules.