TeamConnect Business Intelligence (TCBI)

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TeamConnect Business Intelligence (TCBI) 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.

This page provides the release related information of TeamConnect Business Intelligence. For more detailed information about the module, refer to the TCBI User Guides.

VIDEO: Driving Outcomes with TCBI

Important Note:

TCBI 7.0 integrates with Sisense v20.23.3 (W2023.3)

TCBI 6.2.4 integrates with Sisense v8.2. The support for the older Sisense v7.1 will be deprecated as of August 2021. We recommend clients to plan and upgrade to TeamConnect and TCBI 6.2.4 or to the higher versions prior to that date.

Date	Release Version	Documentation Links	Release Summary	Product Compatibility
Feb 2024	TCBI 7.0	TeamConnect Business Intelligence 7.0 Release Notes TeamConnect Business Intelligence Usage Analytics How to generate an Entity Relationship Diagram (ERD) using the SQL email attachment? TCBI - Report Manager Upgrading to TeamConnect Business Intelligence 7.0 TeamConnect Business Intelligence Integration Guide 7.0 Reporting Requirements for TeamConnect Business Intelligence (TCBI 7.0) Patch Releases TeamConnect Business Intelligence 7.0 Patch 1 Release Notes. TeamConnect Business Intelligence 7.0 Patch 2 Release Notes Upgrading to TeamConnect Business Intelligence 7.0 Patch 2 TeamConnect Business Intelligence Integration Guide 7.0 Patch 2	Enhanced Report Manager Add-on to share scheduled reports with users without TeamConnect or TCBI accounts. Dashboards Usage Analytics reports upon requests to Sisense Admins Users have the ability to create Entity Relationship Diagrams (ERD) via a third party website using the ERD generation script Updated the TCBI installer to include the new Sisense plugins and Customizations. Upgrading Sisense to the latest version (Sisense v20.23.3) through installation. Update SISENSE_HOME in env.properties file to uninstall plugins successfully.	TCE 7.0 TCE 7.1 Sisense v20.23.3.10067 (W2023.3) TCBI 7.0 Patch 2 is Compatiable with TCE 7.2
Nov 2022	TCBI 6.3.7	TeamConnect Business Intelligence 6.3.7 Release Notes TeamConnect Business Intelligence Integration Guide 6.3.7 Patch Releases TeamConnect Business Intelligence 6.3.7 Patch 1 Release Notes Manage Color Plugin in TeamConnect Business Intelligence TeamConnect Business Intelligence Plugin Upgrade and Version Check Guide	Improved customer experience by fixing existing bugs. Introduced New features New fields named ‘Workflow Request Date' and ‘Number of Days Pending' are added to Account, Contact, Project, Involved, Appointment, Invoice and Task System objects. New table view named ‘CSM Firm Timekeeper’ is added. Set default values for ‘Diverse Timekeeper' field. Add Timekeeper fields joined to contact records in ecube. Manage Color plugin to support color customization for dashboards.	TCE 6.3.3 Sisense v8.2.1.10110
May 2022	TCBI 6.3.6	TeamConnect Business Intelligence 6.3.6 Release Notes Upgrading to TeamConnect Bussiness Intelligence 6.3.6 Reporting Requirements for TeamConnect Business Intelligence (TCE6.3.6) Patch Releases TeamConnect Business Intelligence 6.3.6 Patch 1 Release Notes Manage Color Plugin in TeamConnect Business Intelligence TeamConnect Business Intelligence Plugin Upgrade and Version Check Guide	Maintenance Update SISENSE_HOME in env.properties file to uninstall plugins successfully. For more information refer to link Manage Color plugin to support color customization for dashboards.	TCE 6.3.3 Sisense v8.2.1.10110
February 2021	TCBI 6.3	TeamConnect Business Intelligence 6.3 Release Notes Upgrading to TeamConnect Business Intelligence 6.3 TeamConnect Business Intelligence 6.3 Integration Guide Reporting Requirements for TeamConnect Business Intelligence (TCE 6.3) Patch Releases TeamConnect Business Intelligence 6.3.1 Release Notes TeamConnect Business Intelligence 6.3 Patch 1 Release Notes	Embed the dashboard/widgets at record level enables better/faster decision making by providing right data / right people / right time Embed dashboard on portal pane Tasks and Appointments objects are now reportable in the eCube. Based on START_ON, DUE_ON, COMPLETED_ON columns, the data for these objects is limited to include next 90 days of appts/tasks (regardless of status), include past 90 days of appts/tasks (regardless of status) and include all overdue tasks (not marked complete) New fields are added to eCube to enhance the reporting capability. For more details, refer to the release notes and the below pages: eCube Data Dictionary for TeamConnect Enterprise eCube Data Dictionary for TeamConnect Essentials Vendor Relationship Dashboard reduces implementation costs and provides an overview of a vendor’s performance and relationship with the client across matters they have been assigned. For more details about other starter dashboards, refer to Dashboards and Widgets. Manage Color plugin to support color customization for dashboards.	TCE 6.3.X Sisense v8.2.0.10219
August 2020	TCBI 6.2.4	TeamConnect Business Intelligence 6.2.4 Release Notes Upgrading to TeamConnect Business Intelligence 6.2.4 TeamConnect Business Intelligence 6.2.4 Integration Guide Reporting Requirements for TeamConnect Business Intelligence (TCE 6.2.4) Patch Releases TeamConnect Business Intelligence 6.2.4 Patch 1 Release Notes TeamConnect Business Intelligence 6.2.4 Patch 2 Release Notes TeamConnect Business Intelligence 6.2.4 Patch 3 Release Notes	Ability to Turn ON/OFF system fields. Dynamic Buckets plugin - ability to group data on a calculated (aggregate) value Report Manager add-on for report scheduling Clients can now see whether TCBI Security is ON/OFF through TeamConnect Better handling of cartesian products Primary Key is no longer needs to be displayed on tables in order to enable hyperlinks By default, Drill to Anywhere is disabled for report viewers Litigation Starter Dashboard provides an overview of open litigation work by various criteria and supports decisions based on matter workload for the litigation attorneys and litigation practice lead. Manage Color plugin to support color customization for dashboards.	TCE 6.2.4 TCE 6.2.5 TCE 6.2.6 TCE 6.2.7 Sisense v8.2.0.10219
April 2020	TCBI 6.2.2	TeamConnect Business Intelligence 6.2.2 Release notes Upgrading to TeamConnect Business Intelligence 6.2.2 TeamConnect Business Intelligence 6.2.2 Integration Guide Reporting Requirements for TeamConnect Business Intelligence (TCE 6.2.2)	Matter level security can now be turned OFF to improve performance Drill to Anywhere can be enabled or disabled Admins can control what fields are selected to sync to the eCube and made reportable through TCBI	TCE 6.2.2 Sisense v7.1
December 2019	TCBI 6.2.1	TeamConnect Business Intelligence 6.2.1 Release notes Upgrading to TeamConnect Business Intelligence 6.2.1 TeamConnect Business Intelligence 6.2.1 Integration Guide Reporting Requirements for TeamConnect Business Intelligence (TCE 6.2.1)	TCBI now works with SQL Server 2016 SP1 and 2017 Report Designers can build a widget that displays when the last data sync happened Made more Assignee types reportable Installer can now upgrade or repair an existing installation Enhancements to Invoice reporting The TCBI_Uninstall file was split into two files	TCE 6.2.1 Sisense v7.1
November 2019	TCBI 6.2.0	TeamConnect Business Intelligence 6.2.0 Release notes Upgrading to TeamConnect Business Intelligence 6.2.0 TeamConnect Business Intelligence 6.2.0 Integration Guide Reporting Requirements for TeamConnect Business Intelligence (TCE 6.2)	Dashboard templates better handling of schema Sync fails sisense.property file include TCBI version number Logs now include version number Users can now build reports of internal staff Security table simplified	TCE 6.2 Sisense v7.1