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 from the TeamConnect system.
For information on viewing reports:
For information on designing reports:
- Designer user documentation
- Reporting Formulas Reference
- TeamConnect Essentials Data Dictionary
- TeamConnect Enterprise Data Dictionary
For information on administering reports:
If you are not seeing all the documents you were expecting, log in to the Client Success Center.