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Insight Packages · Track 1 · Tutorial 5 of 11

Add Cell Report, dashboard and Pulse sections

Anything you already built in BrizoConsol can go into the pack as it is: a dashboard, a Pulse page, a built-in chart, or a Cell Report laid out cell by cell.

You will needAn Administrator, Report Admin or Dashboard Admin of Your Group.
By the endDashboard, Pulse and Cell Report sections in the package.

1Add the section

  1. Open Insight Packages → Custom, and click Edit on the package.
  2. Click Manage sections.
  3. Click + (Add a section), and choose a tile under From BrizoConsol.
DashboardA snapshot of a dashboard. The list marks each as System or Custom.
PulseKey Metrics, Cashflow Analysis, Receivables or Payables.
PredefinedNet Profit Waterfall, Current vs Non Current Assets or Expenses by Entity.
Cell ReportA Cell Report workbook, chosen with Search Cell Reports.
Add Section for a Pulse section: Key Metrics chosen from Key Metrics, Cashflow Analysis, Receivables and Payables, Section title Key Metrics, and Add Section
The Pulse page (1), the section title (2), and Add Section (3).

2Finish the section

  1. Choose the dashboard, Pulse page, chart or Cell Report from the list.
  2. Type the Section title, and click Add Section.
  3. Set the section bar, as for a report section, and click Save changes.

Check

Each section shows the same figures as the dashboard, Pulse page or Cell Report it comes from, for the package’s month.

3If something goes wrong

What you seeWhat to do
The Cell Report preview was empty.The Cell Report has nothing to show for this month. Open the Cell Report and check it fills.
Unable to load this Cell Report.Open the Cell Report on its own to see what fails, then add it again.
Add Section for a Cell Report: Board summary chosen, the message Unable to load this Cell Report. Please try again., and Add Section greyed out
The Cell Report (1), the message (2), and Add Section greyed out (3).

Want more detail? See the documentation

Creating & Configuring an Insight Package Section Types in an Insight Package
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