Creating New Reports

All Business Edge users with a Full license can create new reports that will display as cards in the Insights Gallery. You can create a new report either of two ways: you can create a new report from scratch or you can edit [Customize] a standard report and save it as a new report.

To start from scratch:

Click the Create New Insight button on the Insights Gallery and enter appropriate entries for:

  • Name

    CAUTION Report names should be unique. While it may be easy to create a broad-sounding report [e.g., Pursuit Dashboard], there are good reasons to make names more specific and clear. Doing so avoids any confusion with other reports, whether standard ones or custom ones.

  • Description

  • Type [Report, Dashboard]

    NOTE Business Edge allows you to build what you wish and save it according to your setting here. Microsoft® Power BI generally distinguishes a report as having one dataset and one or more pages [tabs] of visualizations focused around one area. Dashboards are limited to one page, commonly with visualizations for health/status/progress. Both can use multiple kinds of visualizations. The Type selection here primarily determines the tab on which it will be available in the Insights Gallery of Business Edge.

  • Category [Opportunities, Pursuits, Tasks, Other]

  • Data Set [Business Edge Core Dataset]

All fields are required to create a new report.

IMPORTANT You can mark any new report as Private. This means that the report (card) shows up only on your Insights screen. No other users will see or have access to it.

When you click Next, the report is saved as one of Your Reports. You can also mark it as a Favorite.

 

To start from an existing standard report:

Click the Customize icon on a Standard report. This opens a panel requiring Name, Description, Type, and Category. Be sure to give it a new meaningful name and description. Click Next. The report opens with the fields and filters available for you to modify.

 

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