Application management : Business intelligence & reporting : Connect for Analytics : Working with... : Importing data in a BI tool : Sharing reports and dashboards
Sharing reports and dashboards
By using your BI tool, you can create reports and dashboards to share with the right people for analysis and management information.
There are multiple ways of sharing this content:
Schematic overview of the options for sharing content.
• Include them in email
◦ The data that is shared is static.
• Include links into your portal via the BI tools
◦ The data can be refreshed based on a schedule.
◦ This functionality depends on the BI tool and may cost extra.
• Embed the report/dashboard into Planon
◦ By requiring authentication, access to the report can be authorized from the BI tool.
◦ The data can be filtered, for example, based on the logged on user.
◦ The data can be embedded in a gadget on your portal/homepage.
◦ Further customizations can be applied.