RE: Update insights reports on role page
It sounds like you are trying to update and create new charts on your dashboard in BC20. To do this, you will need to follow these steps:
1. Go to your dashboard in BC20 and click on the "Edit Dashboard" button.
2. Locate the chart or report you want to update or create and click on the gear icon to edit it.
3. In the chart editor, select the type of chart you want to create or update, such as a line chart for revenue over time.
4. Select the data source for your chart by clicking on "Add Data Source" and choosing the appropriate database table or query.
5. Configure the chart settings, such as the x-axis and y-axis fields and any filters or groupings you want to apply.
6. Preview the chart to ensure it displays the data correctly and looks the way you want it to.
7. Save the chart and return to your dashboard to see the updated or new chart.
If you are having trouble selecting the appropriate data source or configuring your chart settings, you may need to consult the BC20 documentation or seek assistance from technical support. They can help you troubleshoot any issues and ensure that your charts and reports are working correctly.