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ID816 - Item Record Lists & Code Relationships (Power BI) Overview & Sample:

 

Power Bi Item Record Lists & Code Relationships

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Overview | Samples | Variables | Alert Functionality | Power BI Reporting | Related Alerts | Webinar

 

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Overview

Overview

 

This is a Power Bi report that shows all data details of your item records codes and their related setup

ID816 is one of a series of power bi reports (ID700, ID737, ID810, ID816) designed to review how your eAutomate database is setup, whether a single DB or looking across multiple DBs.

 

Type of Output: On Demand Report Power BI Report 

Schedule: Data Refreshes from our tables ONLY on Monday's

 

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Sample

Sample

Screenshot 2025-11-07 at 2.51.17 PM.png

 

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Variables

Variables

N/A

 

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Alert Functionality

Alert Functionality

-See here for getting Power BI in place. 

-Click here to download the file

For ECi Hosted clients: We are working with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.

The data from our table will only update once per week on Monday's from CEO Juice. There is just too much data being processed that we risk bogging down your server running frequently. This means that even if your Power BI Report and Dashboard update daily, the data will only reflect changes once per week.

***Required *** You must have ID700 installed alongside this report

*Optional* recommend you look at the other reports ID737 and ID810

 

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Power BI Reporting

Power BI Reporting

Screenshot 2025-11-07 at 2.51.17 PM.png

 

Items section

Screenshot 2025-11-07 at 2.55.36 PM.png

 

Items Related to Items section

Screenshot 2025-11-07 at 2.56.33 PM.png

 

Service Codes section

Screenshot 2025-11-07 at 2.57.04 PM.png

 

Equipment Codes section

Screenshot 2025-11-07 at 2.57.46 PM.png

 

 

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Related Alerts

Related Alerts

ID700 - Power BI for Customer & Vendor Record, List & Codes relationship setup *This is required and must be subscribed to if turning on ID737*

ID737 - Power BI for Contracts, List & Codes relationship setup

ID810 - Power BI for GL Accounts, Lists & Codes relationship setup

See full list of all Power BI reports that we currently have available

https://support.ceojuice.com/hc/en-us/sections/360011259132-Power-BI-Reports 

 

 

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Webinar

Webinar

 

 

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