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BI Toolbox Welcome Screen

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

When you first login to the Business Intelligence (BI) Toolbox, you are greeted by a Welcome screen that provides an overview of what you can accomplish with the Analytics tool. 

BI Toolbox Welcome.png

A BI Toolbox link Click Reports in the Navigation Toolbar, and click BI Toolbox in the menu.
B BI Toolbox Summary Review the summary of what you can accomplished with the Business Intelligence (BI) Toolbox.

C

Navigation icons
  • Click Icon VA1A.gif  to create a Visual Analysis or click Icon BI Analysis.gif to create an Analysis.
  • When at least one Analysis or Visual Analysis is created, click Icon AuthorDash.gif to create a Dashboard or click Icon AuthorReport.gif to create an Analytics Report.
  • Click Icon Home.gif to display the Home screen where you can access your analyses, visual analyses, Dashboards, and Analytics Reports.
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