Before you start
Prerequisites and permissions
Have ready
- Custom BI must be included in your business plan.
- The staff account must hold the complete Financial Overview capability set.
Access rules
- Your business, role and plan access are checked whenever you view or save a report.
Where to find it
Navigation map
- Custom BI
- Business Console → Finance → Custom BI
Walkthrough
Step by step
- 01
Name the report
Add a clear name and optional description so another authorised staff member can understand its purpose.
- 02
Choose a date range
Use a Company-local preset or a valid custom period no longer than 24 months.
- 03
Compose approved widgets
Select one to sixteen currently authorised financial widgets, set allowed sizes and use the accessible move controls to order them.
- 04
Save while connected
Nenvik rechecks authority, plan access, registry version and expected revision before saving the definition.
- 05
Read current figures
Opening a report loads current Financial Overview figures. A saved report stores your layout choices, not a copy of earlier totals.
Settings checklist
Review these settings
Closed catalogue
Reports accept approved widget keys and sizes only; custom SQL, formulas, joins and forecasts are unavailable.
Troubleshooting
If something does not look right
Custom BI is missing.
Ask an Owner to check that Custom BI is in the plan and you have Financial Overview access.
A saved widget disappeared.
Check your current permissions and plan features. A widget is hidden when you no longer have access to its information.
The report changed before save.
Reload the latest revision, review it and submit a new update instead of overwriting it.
A card is empty or incomplete.
Check the selected period and original records; Nenvik never inserts sample values to fill evidence gaps.
Keep going