TeamConnect Business Intelligence
VIDEO: Driving Outcomes with TCBI
TeamConnect Business Intelligence provides colorful visual reports embedded within TeamConnect. Interactive dashboards provide multiple visualizations of similar data in one screen for easy user consumption and analysis, and users can drill directly into dashboards to report on specific data. Designers can build ad-hoc reports and dashboards that can include cross-object data and reportable custom fields and objects in the TeamConnect system.
- To learn about features for users with viewer rights, visit the tutorial for view-only users.
- To learn about features for users with designer rights, visit the tutorial for designer users.
Note: TeamConnect Business Intelligence is available for TeamConnect 6.0 or later. Contact your support representative for more details.
The following table provides links to detailed documentation for the various components referenced in this article/topic.
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This page provides an overview of the Report Designer user role and how to build and share reports. |
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This page provides an overview of the Report View user role and how to view and download reports and dashboards. |
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This page describes actions specific to the Report Integration Tool and is intended for internal use only. |
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This page details known issues and troubleshooting tips for TeamConnect Business Intelligence (Reporting). |
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This page provides links to all of TeamConnect's Sample Dashboards as well as widgets which can be configured by clients. |