Overview:
When you log in, you're taken to your instance home screen, your starting point for accessing every part of Bright Analytics.
The exact layout you see depends on your user permissions, so some sections below may not appear on your screen.
Reporting
Everything related to building and managing reports lives here:
Dashboards: access your dashboards and folders.
Alerts: manage alerts set up on your reports and dashboards.
Schedules: view and manage scheduled report or dashboard exports.
Reporting API: access your data and definitions programmatically.
Recently Viewed
Shows the dashboards you've viewed most recently, so you can jump straight back into your last piece of work.
Favourites
Any dashboard or folder you've favourited appears here for quick access.
Data Model
This section is Admin-access only and needs to be unlocked by the Bright Analytics support team. It's where analysts define and manage the underlying data:
Manage Data: upload, view, and maintain data outside of a standard connector.
Metrics: create and manage metrics.
Dimensions: create and manage dimensions.
Datasources: view your connected datasources.
Colour Palettes: manage the colour palette used across dashboards.
Hosts: connect and manage your own databases and warehouses.
Diagnostics: Area for troubleshooting any issues.
Help & Support
Links directly to this help centre.
Budget Manager
Bright Analytics' planning tool, covering:
Planning: set and manage budget plans.
Manage Planning Values: manage the values used in your plans.
Access to Budget Manager needs to be granted separately.
Taxonomy Manager
Bright Analytics' naming-convention tool:
Naming Conventions: create new naming conventions.
Manage Levels: manage the structure of an existing naming convention.
Review Provisional Values: review and approve values pending confirmation.
Access to Taxonomy Manager needs to be granted separately.
Pipelines
The ETL layer, where data is brought into Bright Analytics:
Jobs: view and manage current data jobs.
Connections: view your current connections.
Integrations: browse the library of available integrations.
OAuth Vendors: view and edit API endpoints
Admin
Admin-level settings for managing the instance itself:
Platform Usage: view usage information for your instance.
Feature Access: grant access to specific modules for individual users.
Manage Groups: create and manage user groups.
Manage Users: create, edit, and remove users.
Branding: manage your logo, font, and colour palette.