PowerBI Dashboards

Purpose/Overview

The PowerBI Dashboards feature in the Irth Land platform provides an interactive reporting and analytics experience that allows users to visualize, analyze, and manage operational data directly within the system. Users can create, edit, duplicate, and manage dashboards without requiring external reporting tools.

The platform includes several pre-configured dashboards to help users quickly access key business insights, including:

• Land Management Overview Dashboard – Provides visibility into projects, agreements, payments, landowners, and upcoming expirations.
• Application Dashboard – Offers a high-level view of application activity, lease progress, and operational metrics.
• Project By Type Dashboard – Categorizes projects by type to support performance tracking and trend analysis.

In addition to the pre-configured dashboards, users can create custom dashboards using the Default Product Template or Blank Template to meet specific reporting requirements.

Reporting data is automatically refreshed nightly, and authorized users can manually refresh the reporting data model when needed to ensure the latest information is available.

Navigation Path:

To access this feature: Reports > PowerBI Dashboards 

Things to Know:

Permissions

• Users with the Refresh Reporting Data Model permission can manually refresh the reporting data model.
• Users without this permission can view dashboards but cannot initiate a manual data model refresh.

Data Refresh Behavior

• The reporting data model is automatically refreshed every night for each client instance through API-based updates.
• Newly added custom fields and recent data updates are incorporated into reporting during the nightly refresh process.
• Users with appropriate permissions can manually refresh the data model when immediate reporting updates are required.

Manual Refresh Considerations

• Selecting Refresh Data Model displays a confirmation message informing user that:
  • The reporting data model is refreshed automatically each night.
  • Manual refreshes may temporarily impact system performance.
• Once confirmed, the system begins the refresh process and displays a processing indicator until the update is completed.

Key Benefits/Use Cases:

• Centralized Reporting and Analytics

  Users can access operational and business data from a single location, eliminating the need to export information into external reporting tools.

• Real-Time Decision Support

  Interactive dashboards provide visibility into projects, agreements, landowners, payments, and other business metrics, helping users make informed decisions.

• Custom Reporting

  Organizations can create tailored dashboards and visualizations that align with their specific reporting and business requirements.

• Consistent Reporting Standards

  Users can duplicate existing dashboards or leverage standard templates to maintain reporting consistency across departments and teams.

How It Works:

Follow these steps to access PowerBI and select dashboards:

1. Navigate to Reports> PowerBI Dashboards.
2. Select an existing dashboard from the available dashboard list.
3. Review interactive charts, metrics, and reports.

Related Features/Next Steps:

• Reports Overview
• Creating & Designing PowerBI Dashboards

FAQ/Troubleshooting:

Q: How often is reporting data refreshed?
A: The reporting data model is automatically refreshed every night for each client instance, ensuring reporting data remains current.

Q: Can I manually refresh reporting data? 

A: Yes. Users with the Refresh Reporting Data Model permission can manually initiate a refresh using the Refresh Data Model button. 

Q: Why do I see a warning before refreshing the data model? 

A: Manual refreshes can temporarily impact system performance. The confirmation message informs users of this behavior before the refresh begins.

Q: Does the Default Product Template include prebuilt dashboards? 

A: No. The Default Product Template is provided as a blank reporting framework without predefined visuals or layouts. 

Q: What is the difference between the Default Product Template and the Blank Template? 

A: The Default Product Template uses the ClientReporting schema as a standardized reporting foundation, while the Blank Template provides a completely open framework for building dashboards from scratch.

Q: Can I create my own dashboard visualizations? 

A: Yes. Users can create custom dashboards, define KPIs, select datasets, and design visualizations that meet their business requirements.

Questions?  Contact us!