A comprehensive guide to help Business users navigate and use BI Dashboard for data visualization and business intelligence.

Getting Started with BI Dashboard

With BI Dashboard, you can quickly explore your data, build insightful reports & dashboards and share your findings with others.

1. Login to BI Dashboard

Accessing BI Dashboard

Step 1: From your Phoenix MS Enterprise instance, click on the Dashboards button in the top navigation bar (next to the client name dropdown).

Step 2: The BI Dashboard portal will open and display the login screen with the following fields:

• Username: Enter your assigned username (Connect to the admin in case you forgot)
• Password: Enter your password
• Click the Sign In button

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First Time Login

If this is your first time logging in, make sure you have received your credentials from the Increff team. Contact your administrator if you haven't received them yet.

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