BI Builder settings

Author: Stacy Smith

Last update: April 09, 2024.

In BI Builder settings, you can set the default date range, enable new dashboard notifications, and refresh the encryption key.

To access the settings, go to CRM > BI Builder > My dashboards and click Settings (⚙️).

Default dashboard date range. Set the date range of the data to be displayed in your dashboards, like a year, a month, a week, or another one. If you don't set a date range, the dashboard will show data for a year by default.

You can set a different date range for each dashboard. Select one from the list, open the Menu (≡), and select Date range. In the pop-up window, set the desired date range.

The speed of data loading depends on the chosen date range. The shorter the time period you choose, the faster your dashboards will load.

New dashboard notifications. Select the employees to receive notifications about new and updated dashboards. Add employees to the list of recipients, and they will be aware of the latest changes made to the built-in dashboards.

Encryption key. The key is a unique identifier that binds data from Bitrix24 to BI Builder. If you think someone outside your team knows the key, refresh it to keep your data safe.

If you've removed all your keys by mistake, refresh them to get back into BI Builder.
Manage keys in BI analytics

In brief

To access the BI Builder settings, go to CRM > BI Builder > My dashboards and click Settings (⚙️).
Set the date range of the data to be displayed in your dashboards, like a year, a month, a week, or another one. If you don't set a date range, the dashboard will show data for a year by default.
Select the employees to receive notifications about new and updated dashboards.
If you've mistakenly removed all your keys, refresh them to regain access to BI Builder.