How do I use the Beacon Intelligence Dashboards?
- Brendan Sweeney
Each major area of ConnectSx has its own Intelligence Dashboard to provide you with powerful reports and analytics about your account activity.
This article walks you through how to access these dashboards, use them, and export their data.
If you do not see any data in your Intelligence Dashboards you may need to reach out to your Customer Success representative to get them set up for your account.
What Intelligence Dashboards are there?
How do I find the data I'm looking for?
How do I export this information?
Where are the Intelligence Dashboards?
The Intelligence Dashboards are located on the pages they support, in context for how you'll use them. Click on the Intelligence button on each page to access them.
The Events Intelligence Dashboard
Sales Intelligence Dashboard
The Inventory Intelligence Dashboard
The Partially Fulfilled Requests Intelligence Dashboard
What about the Directory?
The Directory pages do not have their own intelligence dashboards at this point, however you may find powerful insights about your directory entities using the filters in the other intelligence dashboards.
If you visit a Directory page, such as Physicians, Facilities, etc. and click on the Intelligence button you will see an export option.
To export this data:
Navigate to the relevant Directory page
Click on the Intelligence button in the upper right
You will see a window pop up with your data displayed
To Export, hover your arrow over the heading of the table and you'll see a Settings wheel icon appear. Click on the settings wheel.
Select the option to Download
Next, select your desired File Type
Modify the File Name of the file you are about to download
Select if you would like visualizations included, but this may not apply to your export.
Select if you would like your data Formatted or Unformatted(no rounding, special characters, etc.)
Select the data to be exported. We recommend always using the option "ALL RESULTS" to ensure you get all of your data.
Click Download.
How do I find the data I'm looking for?
Depending on the Intelligence Dashboard you are using you will have a wide variety of available filters to help you slice and dice your data. The filters you select will drive all of the analytics and insights on the page.
The filters can be found along the right side of the screen. Click into any filter to make selections.
After you make your filter selections YOU MUST click the Refresh button to apply them! The refresh button will be highlighted if you have un-applied filters.
How do I export this information?
Each Intelligence Dashboard is made up of widgets or tables containing different data and insights. Locate the data in the table/widget you would like to export.
Hover over the frame for that table and you will notice a "kabob" or a vertical ellipse icon appear in the upper right corner.
Be careful to select the correct kabob menu, because the page header contains one too, but this is not the one you want. You want the one that, when highlighted reads "Tile Actions"
Select Download Data from the dropdown menu
Select the File Type for your download. We recommend .CSV or Excel to download spreadsheet exports for further analysis.
Under "Number of Rows to include" select "All Results" to ensure you are exporting all data.
Click Download