Save reports to new and existing dashboards in the Business Intelligence (BI) tool for Dutchie POS

Things to know

• Business Intelligence (BI) tools are built on a platform called Looker, which has its own set of documentation and best practices. The steps outlined here may vary slightly.
• Business Intelligence (BI) is an add-on service and not included in the standard Dutchie POS reporting package. If you are interested in adding BI tools, please reach out to Dutchie Support.
• From the cog wheel for new and existing dashboards, you can also save reports (also called Looks) in the Business Intelligence Tool.
   

In Dutchie Backoffice, navigate to Reports > BI Tools.

Save a report to a new dashboard

1. Select a report you want to save to a dashboard. 
2. Click the cog-wheel icon.
3. Choose Save > As a new dashboard. 
4. Give your new dashboard a Title.
5. Select a Folder in which to save your new dashboard. 
   • Dashboards saved to My folder are only visible to you.
   • Dashboards saved to Shared folders are visible to all users in your organization with the necessary permissions.
   • Note that you can't save to the top-level (root) Shared folder, which has a "no access" label when you click on it. Instead, save to a Shared folder at the LSP or Location level. See the folder structure below for more information.
6. Click Save.

Save a report to an existing dashboard 

1. Select a report you want to save to a dashboard. 
2. Click the cog-wheel icon.
3. Choose Save > To existing dashboard.
4. Give the report a Title.
5. Select the Folder that contains the dashboard where you want to save your report.
   • Reports saved to dashboards in My folder are only visible to you.
   • Reports saved to dashboards in Group or Shared folders are visible to all users in your organization with the necessary permissions.
   • Note that you can't save to the top-level (root) Shared folder, which has a padlock symbol above it. Instead, save to a Shared folder at the LSP or Location level. See the folder structure below for more information.
6. Click Save to dashboard.

Folder structure

Folders in BI tools follow this structure. Note that there are multiple Shared folders and that you can only save to LSP-level and Location-level Shared folders:

• My folder (you can save to this folder)
• Shared (you can't save to this top-level folder, which is labeled "no access" or has a padlock icon)
  • [LSP name]
    • [Location name]
      • Shared (you can save to this folder, which is shared with other users who have the necessary permissions for this Location)
    • Shared (you can save to this folder, which is shared with other users who have the necessary permissions for this LSP)