Using Third Party Reporting Tools

This article is a guide to using third party Reporting Tools in FastDraft.

This guide contains the following:

• Getting started with third party reporting tools
• Connecting Power BI to report on Contract Data
• Get started
• Edit the dashboard and reports
• What's included
• Troubleshooting

Related articles:

• Use the Contract Dashboard and Registers 
• Using RAG Notifications Panel
• Using Contract Health Check and Contract RAG Reports
• Using Aggregated Reports

Disclaimer: This article is provided for instructional purposes only. Built Intelligence only provides integration documentation for Power BI. Implementation charges may apply for custom integration work. Please get in touch with our Customer Success Team for support enquiries.

Getting started with third party reporting tools

This article walks you through pulling your data from your Built Intelligence account with a Power BI template app. The Built Intelligence app offers a Power BI dashboard and a set of Power BI reports that provide insights about your notice volumes and user performance. The data is refreshed automatically once a day.

After you've installed the template app, you can customize the dashboard and report to highlight the information you care about most. Then you can distribute it as an app to colleagues in your organisation.

Connect to the Built Intelligence template app or read more about the Built Intelligence integration with Power BI.

Note: You need a Built Intelligence Admin account and Enterprise plan to connect our API to third party services like Power BI and other reporting tools. More details on requirements can be obtained from our Customer Success Team.

Connecting Power BI to report on Contract Data

With Power BI, you can connect to many of the services you use to run your business, such as SAP, Microsoft Project, and other data sources. Power BI starts by using your credentials to connect to the service. It creates a Power BI workspace with a dashboard and a set of Power BI reports that automatically show your data and provide visual insights about your business.

Sign in to Power BI to view all of the services you can connect to.

After you install the app, you can view the dashboard and reports in the app and the workspace in the Power BI service (https://app.powerbi.com). You can also view them in the Power BI mobile apps. In the workspace, you can modify the dashboard and reports to meet the needs of your organization, and then distribute them to your colleagues as an app.

Get started

1. Select Apps in the nav pane > select Get apps in the upper-right corner.

2. In AppSource, select the Apps tab, and search for the service you want.

Edit the dashboard and reports

When the import is complete, the new app appears on the Apps page.

1. Select Apps in the nav pane > select the app.

2. You can ask a question by typing in the Q&A box, or click a tile to open the underlying report.

3. Change the dashboard and report to fit the needs of your organization. Then distribute your app to your colleagues

What's included

After connecting to a BI service, you see a newly created app and workspace with a dashboard, reports, and dataset. The data from the service is focused on a specific scenario and may not include all the information from the service. The data is scheduled to refresh automatically once per day. You can control the schedule by selecting the dataset.

You can also connect to many other services in Power BI Desktop, such as SAP, excel data sets, Microsoft Project, etc, and create your own customized dashboards and reports with blended data.

For more details on connecting to specific services, refer to the individual help pages.

Troubleshooting

Empty tiles
While Power BI is first connecting to the service, you may see an empty set of tiles on your dashboard. If you still see an empty dashboard after 2 hours, it's likely the connection failed. If you didn't see an error message with information on correcting the issue, file a support ticket.

• Select the question mark icon (?) in the upper-right corner > Get help.

Missing information
The dashboard and reports include content from the service focused on a specific scenario. If you're looking for a specific metric in the app and don't see it, add an idea on the Power BI Support page.