This article is applicable only to organisations who have subscribed to the Damstra Business Intelligence product; and is intended for the Damstra Administrator only.
This video provides an initial first look at the BI User Interface and some examples of the kinds of content that can be created. Continue reading the article below the video for additional information and learn more with additional videos and articles throughout this section of the Knowledge Base.
This article covers:
- Familiarising yourself with Damstra BI
- How to navigate the system and access content
- How to interact with content
- What you can do with a published report
Damstra Business Intelligence uses a third party tool which is fully integrated with Damstra Safety. This allows you to access and make the most of your data.
You will learn how to access and interact with reports, dashboards and storyboards. You will also discover how to manage other users and share reports.
Navigation & Content Access
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Left side navigation allows you to access all the major areas of Damstra BI that you've been granted permission to use. These areas include:
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The Dashboard allows you to access reporting content grouped into Tabs and Sub Tabs. Tabs can be shared and used by multiple people and groups of people in the system. Depending on your permissions, you may also be able to create your own. |
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The Browse Page is one of the main ways to find and run reports in BI. It shows you all the content you have access to and allows you to. The content Search allows you to narrow down the list of content you see on the Browse Page to specific items, based on keyword, type, and location. |
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The My Content Panel contains access to the following lists of content:
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How do I use BI Content?
There are several methods of interacting with reports in Damstra BI.
These include:
- Drill Down
- Drill Through
- User Prompt Filters & Breadcrumbs
- Exporting and Broadcasting
- Analytic Dashboards
Interactive elements are used within Reports, Charts, Dashboards, and Storyboards in order to encourage you to view, explore, investigate, and think about your data.
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Drill Down This allows you to step through a pre-defined hierarchy within one report. You will view the report and click on a hyperlinked value in order to drill down one level. Once drilled you will see the report refresh to show data from the second level of the hierarchy within the value selected in the first level. Example: Company Name > Level 1 > Level 2 |
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Drill Through This allows the user to click on a value in a summary report, and open a detail report in order to further investigate, which is filtered by the row selected in the summary report. |
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User Prompt Filters User Prompt filters allow you to reduce the results displayed in a report, based on the values selected in the filter. |
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Exporting and Broadcasting BI allows you to set up a scheduled broadcast of a report. This means that based on the schedule you define, BI will automatically email the results of a report to defined recipients. Alternatively, reports can be accessed and exported ad-hoc to be used in external applications. The formats include:
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Analytic Dashboards Analytic Dashboards allow you to interact with a single report and have that interaction apply or effect other content on the tab. This means that if, for example, you apply a date filter to one of your reports, you can have that same filter apply to all or a selection of the other reports on the tab. This type of interaction includes:
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