How to Use the New Business Intelligence & Reporting Dashboard

Tap the video to pause the demo or manually advance each step. 

Accessing the Dashboard

1. Click Portals in the main navigation.
2. Click Business Intelligence & Reporting.
3. Click the Dashboard tab.
4. Click All to explore available reports:
   • Click Organization to filter by a specific organization.
   • Check the additional organization if needed. The dashboard will update automatically.

1. Click the dropdown again to close it.
2. Click Scheduled to filter.
3. Click Scheduled again to uncheck it.

Working with graphs

1. Click Curve to view a dynamic update in the graph, Year-to-Date, and Last Month results.

2. Each colored curve represents data from a different year.

3. Click a bar to dynamically reflect its data in the KPIs below (total exams and revenue for YTD and last month).

Graph actions

1. Click More on any graph to access:

   • Export Data

   • Show as Table

   • Spotlight

   • Sort Axis (ascending/descending)

2. Click Spotlight to focus on one graph. Click More again to undo it.

3. Click Show as a Table to switch to data view.

Exporting data

1. Click More → Export Data.

2. Choose Summarize Data (or other options).

3. Click Export to download the file.

4. Click Close to return.

Sorting and interaction

1. Click More → Sort Axis.

2. Choose Ascending or Descending.

3. In pie charts, click a segment to explore that specific data.