Pin Power BI Reports in Your eWay-CRM

Applies to
Tip – How to Integrate eWay-CRM to Power BI
eWay-CRM integrates with Microsoft Power BI to create clear, insightful reports and dashboards. See our article How to Create Your First Sales Report in Power BI with Your CRM Data and learn more.

Tutorial for

  1. Module Reports
  2. Item Reports

eWay-CRM Desktop

  1. In the top menu of any module where you want to pin Power BI reports, click on Power BI Reports and select Pin Custom Power BI Report.
  2. Pin reports

     

  3. Sign in to your Power BI account, and if the login is successful, you’ll see a list of available reports. Check the ones you want to pin to the selected module and save your selection.
  4. Select reports

     

  5. When you click the Power BI Reports button again, your selected reports will be listed there.
  6. Pinned reports

     

  7. Just click on the one you want, and it will load directly on the page.
  8. Power BI report in eWay-CRM

eWay-CRM Online

  1. The process is similar if you want to pin a report to an individual item. Just right-click the item, go to Power BI Reports, and select Pin Custom Power BI Report.
  2. Pin reports

     

  3. Sign in to your Power BI account, and if the login is successful, you’ll see a list of available reports. Check the ones you want to pin to that item and save your selection.
  4. Select reports

     

  5. Next time you right-click the item and go to Power BI Reports, your selected reports will be there. Reports pinned to individual items may differ from those pinned at the module level, as described above. Just click on the one you want, and it will load directly on the page.
  6. Pinned reports

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