Tour the User Console and create your first reports

The User Console is a web-based design environment where you can analyze data, create interactive reports, dashboard reports, and build integrated dashboards to share business intelligence solutions with others in your organization and on the internet. In addition to its design features, the User Console offers a wide variety of system administration features for configuring the Pentaho Server, managing Pentaho licenses, setting up security, managing report scheduling, and tailoring system performance to meet your requirements.

If you have installed the trial download on your laptop or desktop machine, you are ready to get started exploring. If you have the software installed on a server, and want to use your machine to point to it, see Develop your BA environment for details.

Lesson

Do This

Notes

Tour the User Console

  • Understand the features of the User Console

  • View the sample reports on the Samples tab of the Getting Started section

Create Your First Reports and Dashboards

  • Created and saved an Interactive Report

  • Created and saved an Analysis Report

  • Created and saved a custom Dashboard

Schedule Your Report

  • Learn about scheduling reports. See the Pentaho Business Analytics document for details.

  • Scheduled a report to run and email automatically.

  • Received your report through email after the schedule runs.

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