Go to BI Builder and open the dashboard group you need. You'll see a list of all dashboards in the group. You can edit existing reports or create new ones.
- Create a dashboard. Click Create at the top of the page.
- Edit a dashboard. Hover over a report in the list and click Edit in BI Builder to the right of its name.
Use BI Builder to add new charts or tables to a built-in dashboard.
For example, to customize the Deal analytics summary report, click Edit in the Actions column. Bitrix24 creates a copy that you can edit.
BI Builder opens in a new tab. To add charts to your report, click Edit dashboard.
Click + Create new chart. In this example, we’ll add a table that shows which products were sold in each deal.
To add a chart:
- Select a Bitrix24 dataset.
- Select the chart type.
- Click Create new chart in the bottom-right corner.
To configure the table:
- Select the required fields on the left.
- Move them to Dimensions.
- Save the table.
Next, enter the table name and select the dashboard where you want to add it.
Open your customized dashboard in Bitrix24 to check the changes.
In brief
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You can edit or create reports in BI Builder.
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To explore BI Builder features, add new charts or tables to a copied built-in dashboard.