IndicaOnline BI is a comprehensive solution for dispensary data management. It allows you to visualize information in a digestible format and get in-depth insights into your customer's purchasing patterns, product performance, and finances. In this article, we will cover some useful tips on getting the most out of it. Table of Contents:The BI Tool Home ScreenCreating and Adding BoardsViewing and Interacting With DashboardsExporting Data to CSVAccount Settings and SchedulesThe BI Tool Home ScreenYou can log into IndicaOnline BI by visiting bi.indicaonline.com/login. Once you are on the Log In page simply enter the credentials provided to you during signup (please note that these are not the same credentials you use to log into IndicaOnline Web). Once the credentials have been entered you should consider enabling the Stay logged in checkbox, it will prevent the system from logging you out after a certain period of time. Click LOG IN.You will be redirected to the Home screen. The menu on the left side of the screen is your main way of navigating through the system.Home - Brings you back to your home screen.Recently Viewed - Shows you recently viewed dashboards and reports.Favorites - Shows you the dashboards and reports that were added to your favorites.Boards - Allows you to view and create boards.In the center of the home screen, you will see Your favorite dashboards and Looks as well as a notification with recent updates.Below Your favorite dashboards and Looks, you will find the Recently viewed by you section. You can click the little heart button in the bottom right corner of a dashboard to save it to your favorites.The Recently viewed at your organization section below functions identically.Clicking the See All > button will direct you to a list view of the same section.You can click on the dropdown menu in the top right corner to change how the list is sorted or press the icon with four squares to switch to grid view.Creating and Adding BoardsPress the + button next to Boards in the menu on the left side of the screen. You will see two options Create a new board and Browse all boards. Pressing Browse all boards will show you the boards included with your package. You can click Go to board to preview it or Add to save it.Previewing a board will show you the dashboards it contains, you can click on them to explore further or select Add to my list to save the board.Saved boards will show up in your list.Choosing Create a new board will bring up a pop-up where you can name your board. Click Create board when you are ready to proceed.Your board will only contain a single section, however, you can add new ones by clicking New section. Click on Add content to fill out your board.Select the content you would like to add from the list and it will show up under the corresponding section.Viewing and Interacting With DashboardsClick on a board from your list to view the dashboards that it contains. Select the desired dashboard to open it.You will be directed to a screen with different charts and tables that visualize the data collected in your dispensary.At the top of the page, you will see the dashboard name and the filtration categories you can utilize. Please mind that different dashboards will have different filtration criteria that could significantly alter the way data is presented, feel free to either experiment with them yourself or check one of the report-specific articles.You can click the + button next to the name of the report that you are viewing to add it to one of your boards.Clicking the three dots in the top right corner of the screen will open a dropdown menu with options for both advanced and novice users.The dropdown gives you the following options:Clear cache and refresh - Refreshes the report that you are viewingShow dashboard details - Allows you to edit the dashboard, not applicable for general useDownload - Allows you to download the data in the report in a CSV formatSchedule delivery - Allows you to automatically send data to the destination of your choice Add to a board - Allows you to add the dashboard to one of your custom boards Get link - Gives you a link to this particular dashboard Reset filters - Switches all of the filters back to their original stateEach tile’s time zone - Allows you to select tile time zonesClicking the three dots next to a section of a particular dashboard will also present you with several choices.The dropdown contains the following options:Download data - Allows you to export the data in a CSV format Autosize all columns - Automatically resizes the columns in the tableReset all column widths - Resets all columns in the table to the default value View - Allows you to view the section in an Expanded or Full Screen formatClear cache & refresh - Refreshes the section that you are viewing Please note that different sections of different reports will display more or fewer options depending on the data that you are viewing.Exporting Data to CSVAs mentioned above you can either download data for the entire dashboard or just a specific section. Clicking the Download button will bring up a pop-up that lets you choose the export Format. Clicking Advanced data options will reveal even more customization options. You can preview the export by clicking Open in Browser or Download it directly.Account Settings and SchedulesClicking the icon in the top right corner of the screen will display a dropdown menu. You can choose between the following options:Account - Allows you to customize your accountHistory - Shows you what data was collected and whenSchedules - Allows you to send chunks of data to people within your organization or third parties without giving them direct access to the BI toolSessions - Shows you who logged into your account, and what device they were usingLog Out - Logs you out of your accountIf you want to schedule the delivery of data on specific dates navigate to the dashboard of your choice, click the three dots in the top right corner, and select Schedule delivery.The Schedule Delivery pop-up will appear. Here you can select the Schedule Name, Recurrence, and Time, as well as the Destination type (can be Email, Webhook, Amazon S3, or SFTP) and Format.Switching to the Filters tab will allow you to customize the filtration criteria for the sent data.The Advanced options tab gives you more control over how the data will look once it arrives. Press Save when you are done configuring the delivery.Press Done and the selected data will be delivered according to the schedule.You will be able to find the Schedules You’ve Created in the corresponding tab.Your feedback is important to us. If you have questions or concerns regarding this article, feel free to reach out to our tech support team.