This guide also applies to on-premise implementations

8Business Intelligence

This chapter contains the following:

Analytics and Reports: Overview

Business intelligence involves analyzing data to gain insight that you can act on, or gathering information to meet specific requirements. You can use different types of predefined analytics and reports, or create and edit them, to support your business needs.

Using Analytics and Reports

This table describes the purpose of analytics and reports.

Type Description Purpose


An interactive display of data, for example in a table or graph.

To summarize or break down simple, real-time data.

To help you make short-term decisions.


A collection of analyses and other content, presented on one or more pages, or tabs.

To get various pieces of information about a particular subject.


Output of data in a predefined format that provides little or no interaction.

To get high-volume data in a high-fidelity output optimized for printing.

For documents to support internal operations, statutory requirements, and other business needs.

  • You can export tables on UI pages to Microsoft Excel workbooks, where available, and use the exported data for analytical purposes.

  • (Not available in Cloud implementations) If you have data warehouse, you can also use other predefined analyses and dashboards to:

    • Evaluate complex, long-term trends and changes in data.

    • Help you make strategic decisions.

For more information on using analytics and reports, see the Using Analytics and Reports guides for your products.

Creating and Editing Analytics and Reports

You can create and edit analytics and reports for your own use. Or, if you have the appropriate roles, you can customize for others.

For example, you can:

  • Add or remove columns from an analysis.

  • Change the branding logo on report output.

  • Create a dashboard to include your most commonly viewed analyses.

For more information on creating and editing analytics and reports, see the Creating and Editing Analytics and Reports guides for your products.

Viewing Analytics and Reports

Watch video

Watch: This video tutorial shows you how to find analytics and reports, and how to make the most of the viewing features.

Using and Creating Analytics and Reports: Highlights

The Reports and Analytics pane is a central place for you to quickly view or run analytics or reports relevant to your work. The pane is available in many work areas and contains links to analytics and reports specific to the work area. You can also select Navigator - Tools - Reports and Analytics to open the Reports and Analytics work area, which contains links to all the analytics and reports that you have access to.

The Reports and Analytics pane has a Shared Folders area and may also contain a My Folders area if you saved any personal reports or analytics. Each area has a hierarchy of folders that may contain these types of items:

  • Analysis: Graph or table that displays specific sets of data

  • Dashboard: One or more pages containing multiple analyses

  • Report: Data in a predefined, printable format, often registered as a scheduled process so you can submit and monitor the report as you would any process

Using and Creating

In the Reports and Analytics pane: