Forum - Manual for BI

Manual for BI

Ele-Riin Raudsepp

7-10-18

Where could I find manual or functionality description for BI? I've tried to look for it from Update Notes and Wishes, but no results.

Giuseppe L.

7-10-18

Hello,
you can download our training material from the dedicated Education section in the Partner Portal.
Here the link to access straight to it: http://www.hansaworld.com/en/university/booking/courses/global/HW_BI_SEMINAR

Best Regards,
Giuseppe
HansaWorld Italy

Liina Saar

8-1-18

Couldn't find any material to download from that link.

Maybe someone can confirm or answer these questions ->>>

SY > Settings > Configuration > CRM tab:
1. Checkbox "BI" - need to be checked in order to see BI tab on contact and article cards?
2. Checkbox "Dashboard" - need to be checked in order to see BI icon in the main window and to be able to open BI Dashboard?

3. For Workflow Overview there is no checkbox needed, this comes with CRM module?

Thank you in advance!

Liina Saar

8-1-18

Created byLiina Saar13:22 1 Aug 2018

Liina Saar
Excellent Business Solutions Eesti AS

Dejan R.

1-23-20

Hello Ele-Riin,

Please use following link to download manuals for BI:
https://hansaworld-web.s3.amazonaws.com/university/university/HWU%20Materials/SERP_BI%20and%20KPI_8.5_MAC.pdf

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