BI Dashboards give you a quick view of your store’s performance and sales activity at a glance. Individual dashboards can be shared with other users and organized into logical groups. You can also set different levels of permission for other users.
It’s easy to create a new report, add it to a dashboard, and export the data to Excel. Charts and reports can be resized and dragged into position on the dashboard.
Dashboards are essentially sharable, themed buckets for the analyses you create in the Report Builders. This is how you can encourage your team to collaborate and maintain a single source of truth across your organization.
If you’re an Admin or a Standard user, you can create a dashboard by clicking the Dashboard Options drop-down and choosing Create New dashboard.
What the dashboards you create look like is entirely up to you. You can arrange and resize the elements in the dashboard any way you wish to suit your needs and workflow.
Create a new dashboard
On the menu, click Dashboards.
The name of the default dashboard appears in the upper-left corner of the dashboard header. Click the down arrow () to show the available options.
Click Create Dashboard. Then, do the following:
Enter a Name for your dashboard.
To create a new Group for the dashboard, enter the name of the group.
For example, if your Magento installation has multiple store views, you might create a Group for each store view.
- The name of your new dashboard appears in the upper-left corner. Click the down arrow () to show the options. If you created a group, the new dashboard appears below the group in the list.
Add a report
To add a report, do one of the following:
Click the Add a report prompt on the page.
In the dashboard header, click Add Report.
Click Create Report to show the Report Builder Options.
Report Builder Options
Arrange items on a dashboard
To resize a chart or report, drag the lower-right corner to the new size.
To move a chart or report, hover over the title or header until the cursor changes to a cross. Then, drag it into position.
Managing your dashboards
In Manage Data > Dashboards, you can manage user permissions for dashboards you own, delete dashboards you no longer need, and set a default dashboard.
Sharing your dashboards
To truly scale Magento BI throughout your organization and provide valuable insights, we encourage you to share dashboards you create with other team members. You can share dashboards you own by clicking the Share Dashboard option at the top of the page.
When you share a dashboard, you can assign permissions across your organization OR on an individual basis, meaning you get to decide who can view and edit your reports.
Note: Read Only users only have access to dashboards that are directly shared with them - they aren’t able to search for and add dashboards on their own. Don’t forget to keep them in the loop!
Accessing shared dashboards
If you’re an Admin or Standard user and want to add a shared dashboard to your account, you can do so by clicking Dashboard Options and then clicking Find in the dropdown.
Manage dashboard settings
On the menu, click Manage Data > Dashboards.
If applicable, enter a new Dashboard Name.
To assign the dashboard to a specific Dashboard Group, choose from the list of groups.
To give all users the same level of access to the dashboard, do the following:
Under Shared with, choose one of the following options:
When prompted for confirm, click OK to update the permissions level for each user.
To change the permission level of an individual, find the user in the list change the permission level. The change is automatically saved.
- To make this dashboard the default for your BI Essentials account, click Make Default.
- To remove the dashboard, click Delete Dashboard.