Installation on monday.com
eazyBI.com
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Installation of eazyBI app on monday.com
Installation of the eazyBI app for monday.com is performed by the admin. You can find the eazyBI Reports and Charts app in the Apps Marketplace.
Make sure you select the right seat plan for pricing (or leave the recommended one) and click "Add to your account".
Select if the app will be available to All Workspaces or Specific Workspaces and press "Install" to complete the installation.
For the eazyBI app to access monday.com boards and workspaces, the following permissions are granted:
eazyBI Report Builder in monday.com
Start with the eazyBI Report Builder view to access, create, and manage all your eazyBI accounts, data sources, users, reports, dashboards, and settings. After you create the eazyBI Report Builder view for the first time and authorize the monday.com data access, you can start importing data, building reports and dashboards, adding users to the specific eazyBI accounts, and adding eazyBI report and dashboard widgets to your monday.com dashboards.
eazyBI Report Builder Board View
You can add the eazyBI Report Builder view from the board:
eazyBI Report Builder Custom objects
You can also add eazyBI Report Builder as a new custom object to your workspace:
When adding eazyBI Report Builder as a new custom object, you can select one of the following options of who can access it:
- Main - visible to everyone in the account [1]
- Private - for working privately (alone or with selected team members) [2]
- Sharable - for working privately with guests outside your account [3]
Important! Besides the selection above, you need to add users to the specific eazyBI account as account users to allow them to interact with eazyBI account information.