1. Go to Template Library and choose reports or dashboards you would like to see on your data
- HansaWorld Invoices report templates
- HansaWorld CRM report templates
- HansaWorld Financials report templates
- Item statistics report dashboard – Press here to download definition
- Person statistics dashboard preview – Press here to download definition
- Trends and forecasts dashboard
- Team competitions dashboard
- Unpaid Invoices dashboard
- HansaWorld Job costing report templates with project budget monitoring
2. To Export / Import Single Report Template
- Open report – by clicking on report name in Dashboards or in Analyze tab list.
- Open Export Report Definition Window at the right corner of window (..) and Copy Content in Clipboard.
- Go to Analyze tab and choose Import definition button.
- Paste content of Clipboard in this window and press ok. Report will be created automatically with all the measures.
3. To Export / Import Whole Dashboard Template
- Open Template Dashboard and select Export definition option the right corner of the Dashboard.
- Select New Dashboard option and then select Import definition on the he right corner of Dashboard. Press ok.
- Dashboard will be created automatically with all the
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"First steps in flex.bi" video playlist
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2. Open Export Definition Window at the right corner of Dashboard or Report overview window (..) and Copy Content in Clipboard
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- measures.
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