Table of Contents
- Overview
- Where to look in the Portal
- The Landing Page
- How to Search for Content
- Viewing Dashboards
- Creating Dashboards and Looks
- Data Exploration *COMING SOON
- Scheduling Dashboard Reports
- Troubleshooting Access
- BI Glossary
Introduction
Blue Triangle's Business Intelligence solution is designed to give customers fresh insights by leveraging large-scale data in an accessible, user-friendly format. Users can view a range of existing metric dashboards, refine and filter data according to their preferences, compare data across different time periods or settings, and export and share dashboards with colleagues. Currently, only Real User (RUM) data is available in BI. Other datatypes will be added in future versions.
With the introduction of BT BI V4, users now have access to creation and scheduling of dashboards and looks. Access to this is granted through the user configuration page.
Where to Look in the Portal
To navigate to the Blue Triangle Business Intelligence page, first navigate to the "Advanced Reporting & Alerting" section in the Left Navigation Menu.
Then navigate to "Custom Reporting"
This is where you will find Business Intelligence
For more information on Blue Triangle Portal navigation, please see our Help Center article on How to use the New Left Navigation Menu.
The Landing Page
The landing page offers a combination of critical data points and trends, as well as dashboard navigation components:
- Key metrics: Last 7 days total revenue, sessions and average load time (75th percentile)
- Dashboards: Top dashboards, recent dashboards; and to the right, your favorites, last viewed etc.
- Version number: Beneath the cards, the version number x
How to Search for Content
While in BI, on the right-side navigation bar select "Search Content".
The search bar in the upper right corner is for global search, it will search all columns.
Each of the columns are also individually searchable. Category is for dashboards under a specific keyword; in example all Core Web Vital dashboards are under the Category CWV.
Viewing Dashboards
To view a dashboard, select a board type from the navigation bar on the right side of the page or an option from the Recommended Content on the landing page.
What dashboards are available
The following is a list of global dashboards that are available to customers at present. This list will evolve over time.
- CWV Top 10 Period over Period Dashboard
- CWV Trends Dashboard
- Period Over Period Key Metrics Dashboards
- Core Web Vital URL Volume
- CWV Impact on Organic Search
- Site Operations
Refreshing the Page
To refresh the data in a dashboard, click the refresh icon on the top right of the dashboard.
The reload button in the three-dot menu can also be used to clear cache and refresh the dashboard.
Filters
Filter options can vary between dashboards, and are found under the three-bar icon. The filter icon can also be used to minimize the filter menu when viewing the dashboard.
There is a Reset filters button under the three dot menu.
Filter description
| Filter | Options | Description |
| Lookback period* |
Week over week Month over month Quarter over quarter |
Comparison time context |
| Comparison Period |
Directly previous period (ex.: Q2 vs. Q1) Same time last year (Q3'24 vs. Q3'23) |
Comparison mode |
| End date* (excluded) |
Date (fixed) Match a user attribute |
The first date that is not included in the dashboard |
| Time Period |
In the last X days/months/quarters etc. Time Span Matches a user attribute (for example, dashboard for a quarter until the 1st of the month) |
Time Spans selection |
| End date |
Fixed- date Variable- "Start of the month" |
Defines the end date of "Lookback period" |
| Browser | All known browsers | Browser selection |
| Bot Traffic |
Bot & Non-Bot Bot Non-Bot |
Include/exclude bots |
| Device |
Mobile Desktop |
Device selection |
| Operating system | All known operating systems | Operating system selection |
| Originated from |
All RUM Browser Native App Native Webview RUM Browser & Native Webview Native App & Native Webview |
Origin of the data: Browsers Native views in an app Web pages hosted in an app |
| Page name | List of page names (multi-select) | Select the pages you want to include in the dashboard |
| Return/New visitor |
Return & New New visitors Return visitors |
Visitor types |
| Traffic segment | Available traffic segment(s) | Select the traffic segment(s) |
| Percentile |
5% to 95% in 5% increments 99% |
Percentile of the data |
| Timezone | Available timezones | Timezones for the dashboard |
*- "Matches a user attribute" mode is useful for scheduled dashboard reports. When the user wants to schedule a monthly dashboard report, for example, select the "Lookback period" to a month, and set the "End Date" to be "Start of the month date". The schedule would send the dashboard report every month, for the past month, excluding the 1st of the current month.
Statistical Methods
In some dashboards, there are now expanded Statistical Method options, include Trimmed Avg 25:25 and Percentile Trim. For more information, please see this article.
Sticky Filters
The sticky filters feature allows you to save the desired filters for a specific dashboard and site. At this time, you are only able to save one set of saved filter selections per report per site.
To save the filters you have currently set on a BI dashboard, verify you are under the correct site in the site dropdown in the top tool bar in the portal. From here, select the filter/funnel icon in the top right corner of the BI dashboard.
Select SAVE.
Now by default, when you land on this dashboard, you will see this set of filters. To reset, click the filter/funnel icon again and select RESET.
Download a Dashboard
Click on the three-dot icon to open the menu and download the dashboard as a PDF of CSV file.
It is recommended to set the page size to "Letter" and the orientation to "Landscape" to maximize the horizontal width of the page for the dashboard.
Creating Dashboards and Looks
Users with the Creator enabled will have access to create and save dashboards and looks. For more information on how to use this feature, please see this article from our help center.
Scheduling Dashboard Reports
It is possible to create, view, modify and delete scheduled dashboard reports, which can be found under the three dot menu at the top right of the dashboard.
The following steps are recommended
Settings tab
- Name the scheduled dashboard report- this will be the title of the email
- Set the frequency of delivery and time of delivery.
- From the "Destination" drop down, make sure to select the "Blue Triangle Email". The email will include options to contact support of view the help center content.
- Include the email addresses of the dashboard report recipients.
- Select the dashboard report format (PDF, CSV or PNG). The recommended format is PDF.
Filters tab
- Set any filters that should be different for the scheduled dashboard report. At the time the dashboard report will be sent, these filters will override the dashboard settings in the portal. Filters that were set here will be explicitly mentioned in the dashboard report.
Advanced Options tab
- Add any custom message you want the recipients to receive in the email
- Select "Letter" for paper size
- Select "Landscape" for orientation
- Select the timezone for the dashboard report schedule
Troubleshooting BI Access
401 Errors
If you encounter a 401 error when trying to access Business Intelligence, it is most likely due to blocking third-party cookies in the browser. This is most likely to occur when using:
- Chrome in Incognito Mode
- Safari
This issue can be resolved by going into browser settings and allowing third-party cookies.
Menu Option Greyed Out
If you open the left-side navigation menu and the Business Intelligence button under Advanced Reporting is greyed out and you are unable to click it, please reach out to support or your Blue Triangle representative.
BI Glossary
User Types
Explorer: This role is assigned in the User Configuration page. This role allows the user to make changes to single charts or visualizations. This user cannot save or create dashboards, looks, or a scheduled dashboard report. This role is intended for data exploration.
Creator: This role can create dashboards and save them for others on the account to access.
Folders
Folders are where you can save dashboards and looks as a creator. Only Creators have access to folders. Access to folders is controlled in User configuration in the Users page.
Personal: Creators will have access to the personal folder by default. *NOTE: We recommend you make all changes to Site or Account dashboard in your personal folder before saving it into the Site or Account folder. Any changes made to a report will be impact all users with access to the report on save.
Site: If site is selected in the user configuration, the Creator is able to save dashboards or looks into the Sites folder for any site the user has access to. *NOTE: When saving into a sites folder, verify you are under the correct site in the sites dropdown at the top of the portal. This will allow any user under that site to view the dashboard or look from the Site Content menu option.
Account: If account is selected in user configuration, the Creator is able to save dashboards or looks into the Accounts folder. This will allow all users in the account to be able to view the dashboard or look from the Account Content menu option.
General Terms
Look: These are similar to widget or a tile. They include a single visualization.
Dashboard: These are a combination of one or more looks. Dashboards can also include Text, Markdowns, Images, Buttons, Extensions, and other elements.
Reports: BT BI does not currently offer Report functionality. It is scheduled to be added in a future version.
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