← Back to Business Intelligence Dashboard overview
Settings
Module: Business Intelligence Dashboard
Where to open in admin
- Log in to Admin.
- Open sidebar menu Business Intelligence Dashboard.
- Click Settings.
- Direct route (for admins):
admin/business_intelligence/business_intelligence_settings
What this screen is for
Module configuration — defaults, sync, API, multi-company.
How to use — step by step
- Review each settings tab (general, sync, API, tax defaults).
- Set default accounts, prefixes, and approval rules.
- Enable Perfex CRM sync options and map payment modes if shown.
- Save and test with one sample transaction.
Common buttons & actions
- Save settings
- Test sync
- Create API key
Required permissions
Staff need the bi_settings feature with: view, edit.
Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.
Field tips from module language strings
- Control which enterprise modules feed read-only analytics into BI.
Before you start
- Make sure your role can view this screen (and create/edit if you will change data).
- Complete module Settings and any required master data first.
- If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.
What good looks like
After you finish on Settings, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.
Tips & best practices
- Use clear codes/names so teammates can search later.
- Prefer filters (status, date, warehouse, assignee) before exporting large lists.
- Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
- When stuck, compare a working sample record field-by-field with the one that fails.
Troubleshooting this screen
- Blank page / access denied — permission missing or session expired; re-login and check Roles.
- Cannot save — required field empty, invalid date, or master record not selected.
- Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
- Button missing — your role lacks create/edit/approve/export for this feature.