BI Connector Functionality

The Business Intelligence (BI) Connector feature lets you:

• Publish reports to the OpenAir OData service — From within the Reports application in OpenAir, you can publish your saved reports and give others access to your published report from the OpenAir OData feed. You can refresh your published reports manually or you can schedule the publication of your reports to refresh your OData feed data automatically on a daily, weekly or monthly basis. See Publishing Reports to the OData Service.

• Publish list views to the OpenAir OData service — You can publish your list views to the OData service using any of your saved list view configurations. You can make the published list view available to all authorized employees. Your published list view data is updated in real-time. Employees accessing a published list view from the OData feed see the same data they see when they are accessing the list view in OpenAir at any given time. See Publishing List Views to the OData Service.

  Note:

  The BI Connector feature supports all major list views from the Expenses, Invoices, Projects, Purchases, Resources, Timesheets and Workspaces applications. The following list views are currently supported:

  • Expenses — Expense reports, Authorizations, Alerts

  • Invoices — Invoices, Charges

  • Projects — Bookings, Projects, Tasks, Issues, Billing Rules, Billing Transactions, Recognition Rules, Recognition Transactions, Alerts

  • Purchases — Purchase requests, Purchase Orders, Fulfillment, Fulfillments

  • Resources — Resources, Bookings, Alerts

  • Timesheets — Timesheets, Time entries, Time off requests, Leave accrual, Alerts

  • Workspaces — Workspaces, Discussions, Documents, Alerts

  • Administration:

    Global Settings — Contacts, Customers, Job codes

• Connect your BI tools to your OData feed — You can connect any BI tool or any other application supporting OData V4/JSON to your OData feed. You can use your preferred BI tools to analyze, visualize and report on your OpenAir data. You can configure your BI tools to refresh automatically and get the latest data from your OData feed to ensure your dashboards and reports are always up-to-date. See Connecting BI Tools to Your OData Feed.

• Read published report data or read up-to-date list view data in your form and scheduled scripts — You can use four OpenAir user scripting functions to read your published report and published list view data. These functions give you access to the same information available when you use BI tools to access your OData feed. See Reading OData Resource Data in Form and Scheduled Scripts in OpenAir.

• Export published report data to NetSuite — You can use OpenAir NetSuite Connector to export your published report data from OpenAir to custom records in NetSuite. After you export your published report data to NetSuite, you can create reports and dashboards in NetSuite to gain visibility into KPIs such as profitability and revenue forecast, combining NetSuite and OpenAir data. See Exporting OpenAir Published Report Data to NetSuite.

• (For developers) Read OpenAir OData resource data in your applications — You can request data using the HTTP GET method and process the response in your applications. See Consuming OpenAir OData Resource Data in Your Applications

Related Topics

• Benefits of BI Connector
• Getting Started with the BI Connector Feature
• OpenAir OData Service
• BI Connector Role Permissions and Data Access Privileges
• BI Connector Requirements and Limits