--- title: "BI Analytics" slug: "bi-analytics" description: "The SysAid BI Analytics module enables you to uncover the potential of your Help Desk data using the Qlik Sense platform." updated: 2026-07-14T12:22:30Z published: 2026-07-14T12:24:31Z canonical: "documentation.sysaid.com/bi-analytics" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.sysaid.com/llms.txt > Use this file to discover all available pages before exploring further. # BI Analytics Uncover the potential of your Service Desk data using the [Qlik Sense platform](https://www.qlik.com/us/products/qlik-sense). Enjoy more robust capabilities so you can leverage every metric and trend identified in the BI Analytics Dashboards. > [!NOTE] > **Requirements:** > > - SysAid Service Desk > - BI Analytics Access [permission](/v1/docs/edit-administrator#permissions) > - At least 50 service records in your database > - Email address defined in SysAid SysAid's BI Analytics module, integrated with the Qlik Sense platform, empowers you to efficiently extract insights from your Help Desk data (over the last 36 months). Admins with BI Analytics Access permissions can pose queries that target trend detection within their organization. This tool facilitates in-depth examination of Service Requests (SRs) and Administrators, offering customizable charts and graphs for streamlined data visualization. This model is a Cloud-based solution — but is also available in Hybrid mode for On-Premise installations (see [below](/docs/bi-analytics#how-it-works) for more details). ### How BI Analytics works BI Analytics uses Single Sign On to log you into the Qlik Dashboard (applies to Cloud accounts only). SysAid runs a collection process every hour that collects different tickets that have been added/updated/deleted. This allows your BI Analytics Dashboard to be fully synced with your Service Desk's processes and to give an accurate representation of its progress. By default, BI Analytics draws from a set of standard Service Record fields. To see which fields are included or map additional ones, see [Managing BI Analytics Settings](/v1/docs/bi-analytics-settings). > [!NOTE] > BI Analytics Dashboard Update Intervals: > > The BI Analytics Dashboard is **updated in three hour intervals**. ## Enable browser access Accessing SysAid's Qlik-hosted BI Analytics Dashboard on your browser requires: - Third-party cookies allowed - Pop-up blocker disabled - Email is defined in SysAid ### Allow Third-party cookies Viewing the BI Analytics Dashboard requires allowing Third-party cookies for **both** the: - BI Analytics page (when clicking from the Analytics menu in SysAid) - Qlik BI portal (on the Qlik Cloud page) To make sure Third-party cookies are enabled for both pages, open each page in Google Chrome and follow these steps: 1. Click the 3-dot menu on the right side of the address bar. 2. Select **Settings**. 3. Write **Third-party cookies** in the search bar on top. 4. Choose the highlighted **Third-party cookies** option. 5. Under the **Sites allowed to use third-party cookies**, click **Add**. 6. In the **Site** field, enter *qlikcloud.com* and click **Add**. 7. Repeat steps 5 and 6, but this time enter *sysaidit.com* in the **Site** field. ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/image-UYG2AB9H.png) That's it! You're done. ### Disable Pop-up Blocker The Pop-up blocker must be disabled for your Service Desk. To disable the Pop-up blocker in Google Chrome, follow these steps: 1. Click the 3-dot menu on the right side of the address bar. 2. Select **Settings**. 3. Write **Site settings** in the search bar on top. 4. Choose the highlighted **Site settings** option. 5. Select **Pop-ups and redirects**, go to **Allowed to send pop-ups and use redirects**. 6. Click **Add.** 7. In the **Site** field, enter your SysAid Server URL. > [!TIP] > Tip: > > You can find you SysAid URL in your sysAid account under **Help** > **Account Info**. 8. Click **Add**. That's it! You're done. ## Grant BI Analytics permission ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/access bi analytics.jpg) To grant Admin access to BI Analytics from the Service Desk, go to **Tools** > **User Management** > **Administrators** and click on the relevant Admin. Go to the Admin record's "Permissions" tab, and check off "Access BI Analytics". BI Analytics access can also be granted to an entire Group in User Management Settings. To grant BI Analytics access to a Group: 1. Go to **Settings** > **User Management** > **Groups**. 2. Make sure the **Enable group permissions** checkbox is selected. 3. Select the **Access BI Analytics** checkbox. 4. Click **Save**. Learn more about [Group permissions](https://documentation.sysaid.com/docs/group-edit). ## Inside the Dashboard ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/new dashboard home(1).jpg) ### Sheets The data in BI Analytics is displayed across several screens called "Sheets". The default BI Analytics Dashboard is the "ITSM Performance" Sheet; this loads upon opening the BI Analytics Dashboard. The ITSM Performance Dashboard's default comparison time frame measures how many Closed Service Records there were in the previous month, compared to how many Closed Service Records there were during the three months before that month. Admins can customize the Dashboard to show any date range; four data widgets are found inside the Dashboard – each of which drills down to metrics that compare specific variables to identify trends. Admins using SysAid AI can monitor the adoption of the AI Chatbot service record creation by end users. > [!NOTE] > Tickets Closed per Month: > > To identify the number of tickets that were "Closed" per month, (measured according to the Ticket Source): > > This data is generated by calculating the Tickets whose Status Field value was "Closed" with the Source Field value, and groups the calculation according to months. ## Navigate between Sheets Each sheet in BI Analytics focuses on a specific operational area, helping you monitor performance, identify trends, and make data-driven decisions. When viewing a dashboard other than the default "ITSM Performance", Admins can navigate back to the original dashboard by clicking the initial breadcrumb (root) in the breadcrumb trail, which says "ITSM Performance Dashboard". These Dashboards include: - **ITSM Performance Dashboard (Default)** Get a high-level overview of your service desk performance, including key KPIs like service record volume, SLA compliance, and resolution trends. - **Incidents vs. Requests** Compare the volume and handling of incidents versus service requests to understand workload distribution and operational balance. - **Efficiency Indicator: Handoffs** Analyze how often service records are reassigned between Agents, helping you identify inefficiencies or unclear ownership in workflows. - **SLA Indicator: Resolution Time** Track how quickly service records are resolved against SLA targets to identify delays and improve response performance. - **Ticket Sources** Understand where service records are coming from (e.g., portal, email, API) to evaluate channel usage and optimize intake strategies. - **Active Service Records (SRs)** View the current state of all open service records, including status and assignment, to monitor real-time workload and team capacity. - **Change Management** Monitor change activity, including volume, status distribution, and timelines, to assess how changes are progressing across the organization. View Open Changes, Closed Changes per period, Average lead time, Lead time by change category, Change Classification breakdown. - **Problem Management** Track problem records, their status, and resolution progress to ensure root causes are being properly managed and resolved. View Open Problems, Closed problems per period, MTTR (Mean Time to Resolve), Mean Time between Problems, Problems per Category, Problems per IT group. - **Backlog Analysis** Analyze the volume and aging of open service records over time to identify bottlenecks and prioritize backlog reduction. - **SysAid Copilot Usage** Measure how Agents are using SysAid Copilot, including usage trends and adoption, to evaluate its impact on productivity. - **AI Agent Usage** Track how AI Agents are being used across the system, including execution volume and activity trends, to understand their operational impact. To navigate sequentially between each Sheet, use the Forward and Back arrows to navigate to the next or previous sheet. To navigate between the Dashboard Sheet options (to skip to the relevant Dashboard), click on the "Sheets" dropdown menu and once the window expands, click on your desired Sheet. For information on customizing a sheet or creating a new sheet, contact your Account Manager. ### Charts You can get a better look at a chart by viewing it in full-screen mode. To expand a chart 1. Hover your mouse over the chart and click ![BIDashboardfilesFullScreen.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesFullScreen.jpg). 2. To exit full screen mode, click ![BIDashboardfilesCloseFullScreen.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesCloseFullScreen.jpg). ### Bookmarks You can bookmark sets of Sheet Filters for filtered data that may be relevant for measurement/analysis in the future. #### Create a bookmark 1. When you have selected the filters you want to save, click ![BIDashboardfilesBookmark.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesBookmark.jpg). 2. Click **Create new bookmark**. 3. Enter a title and description for your bookmark. 4. Click outside of the gray area. #### View Bookmark properties You can view a bookmark's description and filters to determine if you want to open that bookmark. 1. Click ![BIDashboardfilesBookmark1.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesBookmark.jpg). 2. Click the ![BIDashboardfilesBookmarkProperties.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesBookmarkProperties.jpg) corresponding to the bookmark you want to view properties for. #### Edit bookmark properties 1. Click ![BIDashboardfilesBookmark2.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesBookmark.jpg). 2. Click the ![BIDashboardfilesBookmarkProperties1.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesBookmarkProperties.jpg) corresponding to the bookmark you want to edit properties for. 3. Click ![BIDashboardfilesEditProperties.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesEditProperties.jpg). 4. Edit the bookmark's title and/or description. 5. click ![BIDashboardfilesSaveProperties.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesSaveProperties.jpg). #### Delete a bookmark 1. Click ![BIDashboardfilesBookmark3.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesBookmark.jpg). 2. Click the ![BIDashboardfilesBookmarkProperties2.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesBookmarkProperties.jpg) corresponding to the bookmark you want to delete. 3. Click ![BIDashboardfilesEditProperties1.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesEditProperties.jpg). 4. Click ![BIDashboardfilesDeleteBookmark.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesDeleteBookmark.jpg). ### Metadata fields Each Analytics Dashboard displays when the Dashboard data was last loaded. This knowledge allows you to know how up-to-date the Dashboard content is. ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/bi analytics metadata.jpg)