Setup workflows and navigating reports

In Bi4Cloud reports are contained with workbooks with each workbooks having similar focus areas like Profit & Loss, Sales, Receivables, Inventory, Payables and so on.

While it useful to keep similar reports together your workflow may require you to jump between reports in many workbooks. 

Thankfully Bi4Cloud has a neat feature that allows you to create navigation menus so all you workflow is in one place.

If looks like this. A workbook page listing each of your tasks and direct links to each Bi4 report all in one place.

Screenshot 2026-11-04 at 10.14.54 am.png

 

 

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