White Cup CRM-BI Widget Integration Overview

You can add any non-prompted BI Report to your White Cup CRM Dashboard Library to make it available in the list of CRM's BI Widgets. 

Note: At this time, the report must not include a prompt if it is intended to be used in CRM.

How do you add these reports to your CRM Dashboard?

This is simple! Follow the quick steps below:

1. In White Cup BI, open the Dashboards tab. Select White Cup CRM Dashboards from the Library drop down.  This will display the current list of report dashboards that are available to be used in CRM.

2. Adding to this Library will make additional reports available in CRM, along with the default reports.

3. On your CRM Dashboard, select to add a BI Widget from the left pane. Reports added to the White Cup CRM Library in White Cup BI will display in the pop up to select and add to your dashboard.  (The BI Widgets can also be used when creating a role based dashboard.)

4. Once a BI Widget is added to the dashboard, if it is later hidden (using the X on the widget), it will be available to bring back into view by using the Show Widget option in the left pane.