Business Insights Help Resources Old – Processes & Procedures

Learning & Development, Marquis NEXT, Processes & Procedures

 

PROCESSES & PROCEDURES

CLICK ON THE MENU OPTION BELOW

DASHBOARD

DISCOVERY

PERMISSIONS

REPORTS

 

 

 

 

 

 

 

 

DASHBOARD

NAME

DESCRIPTION

WRITTEN PROCEDURES

BUILD A NEW DASHBOARD

Learn how to build a personal or a role based dashboard.

CLICK TO OPEN

MANAGING YOUR DASHBOARDS

Learn how to manage the dashboards you have built to apply changes to the assigned role, name, or reports being displayed.

CLICK TO OPEN

CREATE A COPY OF A DASHBOARD

Learn how to easily copy an existing dashboard to further customize to fit your needs.

CLICK TO OPEN

DELETING A DASHBOARD

Learn how to delete a Dashboard that is no longer needed.

CLICK TO OPEN

PUBLISH REPORTS FOR DASHBOARDS

Learn how to publish a report within Dashboard Elements in order for it to be available for placing on dashboards.

CLICK TO OPEN
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DISCOVERY

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATE A FILTER USING THE 3 STEP BUILD METHOD

Learn how to create a filter using the 3 step filter build design to isolate specific records.

CLICK TO OPEN

SAVE A FILTER

Learn how to save filters you’ve built in order to reapply or select at a later time.

CLICK TO OPEN

JOIN A SAVED FILTER TO AN ACTIVE FILTER

Learn how to connect a saved filter to an active filter when working within the Research tool.

CLICK TO OPEN

SELECT A SAVED FILTER

Learn how to select your saved filters when working within the Research tool.

CLICK TO OPEN

COPY A SAVED FILTER

Learn how to copy your saved filters when working within the Research tool.

CLICK TO OPEN

DELETE A SAVED FILTER

Learn how to delete saved filters within the Research tool.

CLICK TO OPEN

CREATE A FIELD GROUP

Learn how to create customized data views through the Field Group function within the Research tool.

CLICK TO OPEN

MANAGING YOUR FIELD GROUPS

Learn how to update and manage the customized field groups created within the Research tool.

CLICK TO OPEN

COPY OF A FIELD GROUP

Learn how to copy an existing Field Group to apply further customization to fit your needs.

CLICK TO OPEN

DELETE A FIELD GROUP

Learn how to delete any Field Groups that you’ve created.

CLICK TO OPEN
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PERMISSIONS

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATING A ROLE

Learn how to create a role that is used to define permissions for various areas in CallTrax NEXT as well as availability of reports, dashboards and customized fields.

CLICK TO OPEN

MANAGING ROLES

Learn how to edit and manage the roles created for your institution.

CLICK TO OPEN

DELETE A ROLE

Learn how to delete a role that has been created for your institution.

CLICK TO OPEN

CREATING A USER

Learn how to create a user login.

CLICK TO OPEN

MANAGING USER LOGINS

Learn how to update existing user login information and settings.

CLICK TO OPEN

DISABLING USER LOGINS

Learn how to deactivate user logins.

CLICK TO OPEN

RESETTING A USER'S PASSWORD

Learn how to reset a user’s password for them.

CLICK TO OPEN

CONFIGURING PASSWORD SETTINGS

Learn how to configure the password requirements that you want to be applied to the user logins for your institution.

CLICK TO OPEN
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REPORTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

GENERATING REPORTS WITHIN DISCOVERY

Learn how to access and generate the global reports available within the Discovery tool.

CLICK TO OPEN

EDITING FILTER PARAMETERS AND SAVING REPORTS IN DISCOVERY

Learn how to modify the filter parameters within a global report and save for further use within the Discovery tool.

CLICK TO OPEN

EDITING THE BODY OF A REPORT WITHIN DISCOVERY

Learn how to modify the content within the body of a global report and save for further use within the Discovery tool.

CLICK TO OPEN

EDITING ACCESS RIGHTS FOR A SAVED REPORT WITHIN DISCOVERY

Learn how to modify the access rights applied to a saved report within the Discovery tool.

CLICK TO OPEN

CREATING CAMPAIGN TRACKING REPORTS

Learn how to create add a campaign tracking report within the Discovery/Campaign Tracking tool.

CLICK TO OPEN
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Business Insights Help Resources Old – FAQ

FAQs, Learning & Development, Marquis NEXT

 

FAQ

We know that understanding your robust Business Insights dashboard and reporting tool is critical – so when you have a question, we have the answers you need. Check out our Frequently Asked Questions below for insights ranging from extending logout periods, establishing access, and locating reports to place on dashboards.

Frequently Asked Questions

What browser should I be using to launch Business Insights?

Google Chrome

How can I determine the version of Business Insights I am currently viewing?

In Business Insights, click on the SUPPORT hyperlink shown in the upper right corner of the page and it will display the version as well as the support contact information.

What is the URL for my Business Insights?

The URL is unique to each institution as it is sitting behind your firewall. Reach out to your system admin to be provided the URL.

How do I provide access to Business Insights to a new user?

Reach out to your system admin at your institution to provide the URL for your system to the new user and to have a new user login created. If you are creating the user login, you’ll navigate to Administration/Permissions from the main menu and select the User sub-category.

Can I limit access to specific fields and functions for certain users?

Yes, administrators of the system can control access on an individual or group basis through roles. Business Insights provides four default roles, but customized roles can be created based on your institution’s needs.

Does my password expire?

Password requirements and settings are managed within the Administration/Permissions/Users page. If it is enabled, your passwords may require a password change within a certain number of days. Reach out to your system admin to learn of your institution’s Business Insights password requirements.

Can I change my password myself?

Yes, click on your name in the upper right corner of the page and then click Reset Password.

Can I edit fields?

Account, household and individual information brought over during the nightly update cannot be edited. If a data correction is needed, it must be made within ExecuTrax which will then get passed over into Business Insights.

Can I extend the automatic logout period?

Yes, both the operating system and the intranet server can be adjusted to allow longer periods of being logged in. For assistance in extending the time frame, please have your System Admin reach out to the Client Support team.

Why am I not seeing a specific dashboard in the drop-down list?

The Dashboards are based on assigned role so if a dashboard has been built for a role that is not assigned to you, it will not be displayed in the drop-down.

Why can I not see a report (within the dashboard element library list) to place on a dashboard?

In order for a report to be available for placement on a dashboard, it must be published within Administration/Reports/Dashboard Elements. When publishing, select all the roles for users that should have access to the report being published.

I saved a report and cannot locate it now. Where did the system place my saved report?

When a report is saved, it will be placed in your Institution folder. If a category was selected or created during the save, then the report will be placed within that category under your Institution folder.

How do I limit who will have access to a report that I saved?

When editing the design of the report, there is a menu for Access Rights. Establish the access rights to be applied to your users based on the role(s) within your organization.

How do I save a filter parameter selection in a report as the default selection moving forward?

Within the report, make the desired filter parameter selections and then choose “Save As”. Once the report is saved, it can be found within your Institution folder under Reporting. This report can also be published in order to be added to a Dashboard, if that is desired.

Business Insights FAQ

FAQs, Learning & Development, Marquis NEXT

 

FAQ

We know that understanding your robust Business Insights dashboard and reporting tool is critical – so when you have a question, we have the answers you need. Check out our Frequently Asked Questions below for insights ranging from extending logout periods, establishing access, and locating reports to place on dashboards.

Frequently Asked Questions

What browser should I be using to launch Business Insights?

Google Chrome

How can I determine the version of Business Insights I am currently viewing?

In Business Insights, click on the SUPPORT hyperlink shown in the upper right corner of the page and it will display the version as well as the support contact information.

What is the URL for my Business Insights?

The URL is unique to each institution as it is sitting behind your firewall. Reach out to your system admin to be provided the URL.

How do I provide access to Business Insights to a new user?

Reach out to your system admin at your institution to provide the URL for your system to the new user and to have a new user login created. If you are creating the user login, you’ll navigate to Administration/Permissions from the main menu and select the User sub-category.

Can I limit access to specific fields and functions for certain users?

Yes, administrators of the system can control access on an individual or group basis through roles. Business Insights provides four default roles, but customized roles can be created based on your institution’s needs.

Does my password expire?

Password requirements and settings are managed within the Administration/Permissions/Users page. If it is enabled, your passwords may require a password change within a certain number of days. Reach out to your system admin to learn of your institution’s Business Insights password requirements.

Can I change my password myself?

Yes, click on your name in the upper right corner of the page and then click Reset Password.

Can I edit fields?

Account, household and individual information brought over during the nightly update cannot be edited. If a data correction is needed, it must be made within ExecuTrax which will then get passed over into Business Insights.

Can I extend the automatic logout period?

Yes, both the operating system and the intranet server can be adjusted to allow longer periods of being logged in. For assistance in extending the time frame, please have your System Admin reach out to the Client Support team.

Why am I not seeing a specific dashboard in the drop-down list?

The Dashboards are based on assigned role so if a dashboard has been built for a role that is not assigned to you, it will not be displayed in the drop-down.

Why can I not see a report (within the dashboard element library list) to place on a dashboard?

In order for a report to be available for placement on a dashboard, it must be published within Administration/Reports/Dashboard Elements. When publishing, select all the roles for users that should have access to the report being published.

I saved a report and cannot locate it now. Where did the system place my saved report?

When a report is saved, it will be placed in your Institution folder. If a category was selected or created during the save, then the report will be placed within that category under your Institution folder.

How do I limit who will have access to a report that I saved?

When editing the design of the report, there is a menu for Access Rights. Establish the access rights to be applied to your users based on the role(s) within your organization.

How do I save a filter parameter selection in a report as the default selection moving forward?

Within the report, make the desired filter parameter selections and then choose “Save As”. Once the report is saved, it can be found within your Institution folder under Reporting. This report can also be published in order to be added to a Dashboard, if that is desired.

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