Availability
Overview
Birdview offers a PBI module where you can have the benefit of Microsoft PBI technology in a set of canned and custom PBI reports. We have a dedicated PBI team who will help you develop custom reports for a modest fee, to your specifications. BI dashboards are available in Birdview PSA Team and Enterprise, and (*) as an optional add-on—in Birdview PM Team and Enterprise.
In this article
Access
To access the BI reports:
- Click BI dashboards on the left-hand menu.
Permissions
To access BI dashboards, you'll need the following permissions:
- Access BI dashboard.
New reports are added periodically, as well as any customized reports requested to be created.
Note
Customers with a PM Lite license can have the Business Intelligence module added for a modest, monthly fee.
Note
Your account can be set up to automatically email the BI reports on a regular schedule, in PDF format.
Note
The trial account's BI dashboards display sample data.