Bizview Documentation Overview
Bizview Documentation Overview
Welcome! This section represents the administration guide for Bizview. This section is divided into the following:
Bizview System Administration
This section contains information regarding general system settings, creating templates, dashboards, and jobs, as well as other cross-client settings.
Bizview Client Setup
Bizview can handle a multi-company setup with m...
Copy Client
Copy Client
Related Information
Create Client
Export Client Data
The Copy Client feature is very useful when creating more than one Client. It is often easier to copy a client to new client, and edit settings in the new client, rather than creating a new Client from scratch. in this dialog, you can copy parts of the available settings, or everything, including stored budget data.
Access ...
Clients
Clients
Related Information
Copy Client
Currency Code
Clients are a key concept in Bizview. Every installation of Bizview can contain one, or more, Clients. A Client can be defined as a company that has its own set of object dimensions, and therefore, a unique accounting string. As soon as you have entities with separated charts of accounts or vastly differing operational parameters, you s...
Organizations
Organizations
Related Information
[Users] - Users
[Object Values] - Assign object value access
An Organization is used to group Bizview users into organizational units where you can assign Client access, Object values, and Planning version access. This is different from the Role feature, where you assign access to end user features such as Dashboards and Templates.
Organizations allow ...
Users
Users
Related Information
o[Password settings] - Password strength
o[Application settings] - Bizview messaging service
o[Organizations] - Organization
o[Single sign on]- Configure SSO (Single Sign On)
o[User attributes] - Configure attributes
o[Jobs] - Configure jobs
oObject values] - Assign object value access
All employees that should have access to the Bizview application must be define...
Templates
Templates
Here, you find information about how to develop and maintain reports and input forms. The development of templates based on your existing excel skills are central to Bizview. You can configure both reports and input forms using spreadsheet technology and even import your existing excel reports as the foundation for developing Bizview reports and forms.
The following functions are a...
Template Categories
Template Categories
Related Information
Template Design
Template Groups
A Template category is a way of categorizing templates into logical groups. This is especially useful if there are many templates in the user selection interface.
Access Template Categories by selecting System > Other System Data > Template Categories:
The Template Categories page displays, as shown below:
To creat...
Template Groups
Template Groups
Related Information
Templates
Template Categories
A Template Group is a definition of a set of templates (Report) that can all be started from one Selection Pane. For example, the user makes the selection once and all templates in the template group are generated. This can be very useful when users need to run several reports at the same time.
Access Template Groups by se...
Comment Categories
Comment Categories
Related InformationComment Blocks
The purpose of Comment Categories is to categorize and manage access to general comments.
Access Comment Categories by selecting System > Other System Data > Comment Categories & Blocks:
The Comment Categories & Blocks grid displays, as shown below:
In the Comment Category grid, you can view the comment categories that exist in the ap...
Drill Down Authorizations
Drill Down Authorizations
Related Information
Users
Template Design
By default, users have access to all drill down templates connected to a template. User access is implemented on the original template, from which the drill is performed; therefore, there is usually no need for specific access settings. However, sometimes it might be useful to limit this access to drill down templates for...
Comment Categories & Blocks
Comment Categories & Blocks
Related InformationGeneral Comments
This section contains information on how to add, edit, and delete comment categories and blocks. You can also choose who will have access, and which access they should have to the comment categories.
This section contains the following topics:
Comment Categories
Comment Blocks
Access the Comments section by selecting System >...
Comment Blocks
Comment Blocks
Related Information
Comment Categories
Add Comment Blocks in Template
The purpose of the Comment Block is to determine where the comments should be positioned within the report/form. Using comment blocks are not necessary if you only want comments to be shown in a comment panel to the right of the actual report/form. Blocks only need to be defined if specific comments (com...
Export Templates
Export Templates
Related InformationImport Template
The Export Templates function enables you to create a compressed file of everything you need to reuse a certain template, in another solution.
The advantages of this function (compared to a simple Excel export) are:
The compressed file contains all related data for the Template(s), such as Template scripts, Data scripts, Images, Categori...
Import Templates
Import Templates
Related InformationExport Template
The Import Templates function enables you to import a template from another solution. This function is useful if you want to reuse a previously defined template.
Compared to a simple Excel export, some advantages of this function are:
The compressed Export file contains all related files and information, such as Templates, Template scri...
Data Views
Data Views
Related Information
Data Views in Pane Designer
Data Views for Analytics
Dataviews are the logical layer between database tables and templates. They can act as a data source to templates. There are two main purposes of using Data Views: Selection Pane and Analytical Reports.
This topic contains the following sections:
Access Data Views
Selection Pane
Analytical Reports
Dashboar...
Data View Fields
Data View Fields
Related InformationData Views
System Administration -> Data Services -> Setup -> Data View Fields
The purpose of a Data View is to create a list of values to be used in, for example, Selection Panes.
Important: There are new validation rules that apply when designing a template in template version one. With this new validation process, you are unable to save a Template sh...
Pane Designer
Pane Designer
Related Information
Selection Panes
Pane Worksheet
CF_GETPANEVALUE
Data Views in Pane Designer
Standard Pane Procedures
The Pane Designer lets you design the Selection Panes that enable the user to filter and affect how the Report, Form, Gridform, Dashboard, or Job should be opened.
Access the Pane Designer by selecting System > Designer Tools > Selection Panes:
The Selec...
Attributes
Attributes
Related Information
Clients
Users
Object Attributes
Template Design
An attribute can be added in Bizview and used to add some property to a Client, User, Object, or Data. These attributes will be treated as new information in addition to the data stored in the standard tables for Client, Object, or Data. You can think of them as new columns in the standard Client, User, Objec...
Image Library
Image Library
Related InformationTemplate Design
The Image Library lets you import images to Bizview, which can later be used in templates or other places in the solution.
Note: All images that you intend to use in the solution must be imported in this function before it becomes available.
The are a large number of pre-loaded images that cannot be changed or replaced. These Bizview stand...
Application Appearance
Application Appearance
Related Information
System
Branding
E-mail
Other
This topic describes how to manage the appearance of your Bizview application in Application Settings.
This topic contains the following sections:
Application Culture
ENTER Key
Save Success Dialogs
Spreadkey Dialog
Mouse Cursor
Default Tab in Home Panel
Template Categories
Side Panel
Time Window
Application Browser ...
Application Settings
Application Settings
Related InformationClient Settings
In Application Settings, you have the ability to change the functionality, appearance, and behavior of the Bizview application. The settings entered here are used throughout the application, unless they are changed at lower level. Some of these settings can also be changed at the Client Settings level, as well as the User Settings lev...
Application Branding
Application Branding
Related Information
System
Appearance
E-mail
Other
As a System Administrator, you can customize the look and feel of your Bizview login page and application via the Branding section of Application Settings.
This topic contains the following sections:
Dynamic Images
Branding Color
Dynamic Images
Dynamic images ensure that images placed in templates, selection panes...
System
System
Related Information
Appearance
Branding
E-mail
Other
This topic describes how to manage the system of your Bizview application in Application Settings.
This topic contains the following sections:
License
Autosave
User Password
Folder Bizview Server
Last Batch ID
Data Services
Autosave for Reports
Active Directory
License
Site or Client. Default license type is SITE, meaning that ...
E-mail
E-mail
Related Information
System
Appearance
Branding
Other
Bizview includes an optional Bizview Messenger Service.
Once the service is installed there are a few settings that need to be configured inside the application.
SMTP server settings:
Mail server: Enter the address to the SMTP server.
Enter the login credentials for the SMTP mail server.
E-mail settings:
Sender e-mail address:...
Services
Services
Related Information
Processing Service
Messaging Service
AD Sync Service
Start services when having several web:apps
Bizview VersionFeature available from Bizview version - Bizview 7.2)
Access Services by selecting System Administration > System Options > Maintenance > Services.
When installing Bizview, three different services are also installed. In this GUI, there is a possi...
Currency Codes
Currency Codes
Related Information
Currency Pairs
Currency Rates
Bizview includes pre-loaded currency codes for each available currency in the world. In this dialog, you select which of these should be available in the Bizview application.
Access Currency Codes by selecting System > Other System Data > Currency Codes & Pairs:
The Currency Codes & Pairs page displays, as shown below:
T...
Currency Pairs
Currency Pairs
Related Information
Currency Codes
Currency Rates
In Bizview, you have the opportunity to work with currency rates between currencies. Before you can assign rates to the relations, you need to pair the currency codes. In this dialog, you enter the currency pairs that should be available for assigning currency rates.
Access Currency Pairs by selecting System > Other System...
Job Templates
Job Templates
Related Information
The Job Template design lets you specify a Job, consisting of one or more steps, to be performed by the Processing Services service in Bizview. Using the Job Templates, you can start Reports, open Forms and save values, and execute Stored Procedures on demand by letting users start these Job(s), or scheduled using the Job Schedule feature. For instance, one...
Job Schedules
Job Schedules
Related Information
Job Templates
Processing Service
The jobs created in Job Templates can be scheduled to run on a recurring basis. For example, you might have an integration job that should run every night to refresh the values imported to Bizview.
This topic contains the following sections:
Access Schedules
Schedule Properties
Additional Information
Access Schedules
A...
Objects
Objects
Objects and Object Values are a central part of Bizview. The whole idea of generating reports with data from the ERP system, and storing budgets to the application database, is based on the idea that you can define a set of dimensions on which each data value is tagged. These are, in most cases, given by the transactional system that the solution will integrate against.
An Object can ...