Q&A
Manual for BI
Ele-Riin Raudsepp
2018-07-10
Where could I find manual or functionality description for BI? I've tried to look for it from Update Notes and Wishes, but no results.
Reply
Giuseppe L.
2018-07-10
Hello,
you can download our training material from the dedicated Education section in the Partner Portal.
Here the link to access straight to it: http://www.hansaworld.com/en/university/booking/courses/global/HW_BI_SEMINAR

Best Regards,
Giuseppe
HansaWorld Italy
Reply
Liina Saar
2018-08-01
Couldn't find any material to download from that link.

Maybe someone can confirm or answer these questions ->>>

SY > Settings > Configuration > CRM tab:
1. Checkbox "BI" - need to be checked in order to see BI tab on contact and article cards?
2. Checkbox "Dashboard" - need to be checked in order to see BI icon in the main window and to be able to open BI Dashboard?

3. For Workflow Overview there is no checkbox needed, this comes with CRM module?

Thank you in advance!

Reply
Liina Saar
2018-08-01
Created byLiina Saar13:22 1 Aug 2018
Couldn't find any material to download from that link. Maybe someone can confirm or answer these questions ->>> SY > Settings > Configuration > CRM tab: 1. Checkbox "BI" - need to be checked in order to see BI tab on contact and article cards? 2. Checkb
Liina Saar
Excellent Business Solutions Eesti AS
Reply
Dejan R.
2020-01-23
Hello Ele-Riin,

Please use following link to download manuals for BI:
https://hansaworld-web.s3.amazonaws.com/university/university/HWU%20Materials/SERP_BI%20and%20KPI_8.5_MAC.pdf
Reply
Leave Comment
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
Back to the list
Latest Posts
Use External Mail Software
Piotr Wycichowski
Hi, I checked option "Use External Mail Software" in setting "Mail and Conferences Settings" in module "Mail and Conferences". When I create an invoice email I have a ...
17:38 8 Aug 2025
Webclient in version 8.5 250507/85558691 - how to set it up?
Piotr Wycichowski
Hi, Is somebody experienced in necessary settings for successful connection to server using webclient. When I tried, I got warning in brower, that Web client settings for HTTPS is not setup. So I ...
12:59 21 July 2025