The Bazefield BI Manager enables users to easily create reports from scratch or based on existing dashboards, with the option to schedule automated email distribution.
To improve the user experience, the reporting tool reuses the same widget and data source concepts as the dashboards, ensuring consistency and minimizing the learning curve.
Within the reporting interface, users can also upload images, add a table of contents, and include text sections for commentary or informational context.
Multiple reporting timeframes are available: Daily, Weekly, Monthly, Quarterly, Yearly, and Custom. You can use the Custom option to generate reports for specific events or time periods defined by custom date ranges.
User access is divided into two roles: Report Makers and Report Generators.
Report Makers have full access to reports. They can open, edit, and modify report content.
Report Generators have limited access. They can only use the report generation page, where they can select an asset and a timeframe to generate a report.
Accidentally made changes to a report and need to revert? Use the Clone feature on an Archived Version of the report to recover previous content and restore what was lost.
Easily schedule report emails using the Schedule feature, where you can configure recipients, customize email content, and define the sending frequency — offering flexible and powerful automation options.