Core Platform: BI Portal

Governance

Ensure data integrity and build user trust by implementing structured publishing workflows, content certification, and deep engagement tracking across all your enterprise BI assets.

Publishing Workflows

Ensure only accurate and trustworthy content gets added to the portal.

Workflow view showing reports in pending review, in review, and published states

Certification

Certification gives users the confidence that they can trust the reports they are using.

Usage & Engagement

Understand how users are interacting with BI.

Usage analytics showing most-used and unused reports with view counts and distribution

Feedback

Listen to the voice of your users.

Publishing Workflows

Publishing Workflows ensure only accurate and trustworthy content gets added to the BI Portal. Metric Insights Plugins automatically discover when new assets have been created, and assign them to Publishing Workflows. Each step of the workflow involves the relevant technical and business stakeholders who are responsible for reviewing, categorizing, tagging, and certifying reports for publication.

Certification

Certification levels give users the confidence that they can trust the reports and dashboards they are using. Assigning certification levels such as bronze, silver, and gold communicates the level of governance a report has to end users.

Usage & Engagement

Usage tracking of all the assets in your BI Portal helps you understand which reports are used, which are gaining or losing popularity, and which have become obsolete. This enables you to promote, update, or retire unused content to keep a clean and governed set of content in the BI Portal.

Feedback

Feedback Prompts let you gather ratings and subjective feedback from your users. They ensure that if reports are no longer useful or require updates, the necessary changes are made.