Navigating the Orchestra Business Intelligence User Console

The first thing you will see after you log in is the quick launch Home view:

1. Browse Files – This button will open a File browser window, where you for example can find your saved reports, as well as the Canned Reports.

2. Create New – Here, you can create a new Analysis Report, Interactive Report (no longer supported in new installations of Orchestra), Dashboard or Data Source (the latter only if logged in as superadmin). This action can also be achieved by selecting File -> New ->

3. Manage Data Sources - This button will open a window where you, if you are logged in as superadmin, can Manage Data Sources This action can also be achieved by clicking File ->Manage Data Sources.

4. Recents - This area shows your recently used reports. This action can also be achieved by clicking the File ->Recent.

5. Favorites – This area shows the reports that you have marked as favorites. This action can also be achieved by clicking the File ->Favorites. A report can be marked as a favorite, by clicking on the star icon next to the report name, for example in the Recents area.

Creating a New Solution Folder

Follow the instructions below to create a new solution folder in which to save solution (content) files such as dashboards, ad hoc, and Analysis reports.

1. Click the Browse Files button so that you can see the Folders pane on the left.

2. Click the New Folder button, in the Folder Actions pane, to the right.

Note: If you want to create a sub-folder inside an existing solution folder, mark the wanted folder before clicking New Folder.

3. In the New Folder dialog box, type a name for your folder and click OK.

Note: The repository is refreshed. This action may take a few seconds to complete.

The new folder appears in the Folders pane.

Deleting a Solution Folder

Follow the instructions below to delete a solution folder.

1. Click the Browse Files button so that you can see the Folders pane on the left.

3. Click the Move to Trash button, in the Folder Actions pane to the right.

Note: The deleted folders can be found in the Trash can, at the bottom of the Folders pane.

Report Comparison

The Business Intelligence User Console provides you with three reporting components: Dashboards, Analysis Reports, and Canned Reports. Each of the reporting components fulfills a specific reporting need. To decide which reporting component is right for you, please read the descriptions below.

Dashboards

Dashboards offer a graphical, interactive presentation of different types of statistical data on the same page. Analysis Reports can be included.

Note: Dashboards do not present live data, only finished Customer journeys are included.

Analysis Reports

Analyze data to better understand what is happening. If you agree with the following, you should choose an Analysis Report:

• You want to analyze business data quickly in an interactive environment that focuses on the interaction, exploration, and visualization of data.

• You want to perform advanced sorting and filtering on your data; you want to drill through reports into the underlying data.

• You want to see chart visualizations that include conditional stop-lighting.