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Conga Support

BI Toolbox Home Screen

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

The Home screen in the BI Toolbox provides links to the items you have created, which include Analyzes, Visual Analyzes, Analytics Reports, and Dashboards. The screen also provides links to the items that other users have shared with you, as well as several canned visual analyzes provided by Conga Contracts. Visual analyzes can be duplicated or copied, and then edited to meet your specific needs.  Both analyzes and visual analyzes are the building blocks used in creating Analytics Reports and BI Dashboards.

From the Home screen, you can share your Analyzes, Visual Analyzes, Analytics Reports, and Dashboards with other users, and also schedule reports for distribution. The Home screen is divided into two sections to distinguish between created and shared items: Shared with Me and My Items.

To access the BI Toolbox Home screen, click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.