Bookings
Q: What bookings can we see in the statistics?
A: The statistics show data for completed bookings and activities. Future group activities are not shown, only those that have already been completed, and when it comes to services, those performed are shown regardless of whether they have been invoiced or not.
General
Q: How far back in time can we see data in BI?
A: At the monthly level, we can see the current year plus two years back, which means we can go back and see data for, e.g., January two years earlier. At the daily level, we can only see the current month and one month back, as well as the same period from the previous year. This is to keep the amount of data at a reasonable level cost-wise and because it's the most relevant for this tool.
Q: Can we control who has access to the reports?
A: Yes, we can. Users are allocated among personnel in BRP. Only the personnel you grant access to can see BI, and besides that, you can also choose which reports the person should have access to.
Q: What decides what data a person sees in Embedded BI?
A: There are 2 main things that decides this.
Which facilities the person has access to in BRP.
Which reports the person has access to.
Members
Q: How is membership in BI counted?
...
A: There are settings in BRP that determines which facility a member belongs to. A member always belongs to one facility even though the person potentially can access multiple facilities depending on type of subscription. A persons affiliation to facility is determined by the persons most recent subscription (if the subscription gives membership). If setting “moveFacilitiesForAllSubscriptions” is used, it will move persons to facility of most recent subscription regardless of if it gives membership or not.
General
Q: How far back in time can we see data in BI?
A: At the monthly level, we can see the current year plus two years back, which means we can go back and see data for, e.g., January two years earlier. At the daily level, we can only see the current month and one month back, as well as the same period from the previous year. This is to keep the amount of data at a reasonable level cost-wise and because it's the most relevant for this tool.
Q: Can we control who has access to the reports?
A: Yes, we can. Users are allocated among personnel in BRP. Only the personnel you grant access to can see BI, and besides that, you can also choose which reports the person should have access to.
Q: What decides what data a person sees in Embedded BI?
A: There are 2 main things that decides this.
Which facilities the person has access to in BRP.
Which reports the person has access to.
Sales
Q: What is included in sales?
A: In sales statistics, the total revenue are included for all accounts flagged as revenue accounts.
Bookings
Q: What bookings can we see in the statistics?
A: The statistics show data for completed bookings and activities. Future group activities are not shown, only those that have already been completed, and when it comes to services, those performed are shown regardless of whether they have been invoiced or not.
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