Edit account

Options to edit the eazyBI account are available for the following roles: owner, user admins, data admins, and Jira admins.

To edit the account, find the Edit account option from the accounts menu.

From this view, it is possible to:

• Change account name;
• Update account description;
• Select the account as the reports template;
• Archive account.

Reports template

In eazyBI, you can create template accounts that include a set of reports, dashboards, and calculated members that can be imported into other accounts related to this account (recipient accounts).

Archived

Many old accounts may no longer be needed. Still, there are reasons not to delete them. Such accounts could be archived. Regular source data imports will not be performed in archived accounts, but manual imports are allowed.

Archived accounts appear as a separate, collapsed archived account section. From there, it is possible to unarchive the account, if necessary.

The archive option is also available in the All accounts and All My accounts views. Reports from archived accounts continue to work as before.