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Studio
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Modules
Onboard
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New Client
Operations
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Data Refresh
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ETL Code
Onboard New Client
Client Identity
Client ID
Company Name
Tagline
Modules
Finance
Sales
Inventory
Purchasing
Production
Shipping
Quality
Executive
Users
+ Add
Users default to all selected modules above. Uncheck to restrict per user.
Fabric Workspace
Workspace ID (or full URL)
Warehouse created automatically. Ensure TailoredBI-Fabric-Query SP has Member access.
Branding
Company Website
ERP Connection
SQL Server Host
Port
Epicor Database
Company Code
SQL User
SQL Password
Refresh Schedule
UTC Hours (comma-separated)
UTC 7 = 1 AM MT, UTC 18 = 12 PM MT, UTC 23 = 5 PM MT
Execute Onboarding
Launch Onboarding
Client Status
Clients
+ New Client
Users
+ New User
Refresh Schedule
Reports
+ New Report
Client Branding
Feature Modules
ETL Engine
View in DevOps
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New Report
Client
Module
Report Name
Description
PBI Report ID
PBI Workspace ID
Page Name
Report Type
Sort Order
RLS Role Name
Active
Requires RLS
Cancel
Save Report
New Client
Client ID
Name
Tagline
Fabric Workspace ID
DevOps Repo
Modules
Colors
Primary
Primary Dark
Gold
Accent
Cream
Notebook Parameters (JSON)
Active
Demo Mode
Cancel
Save Client
New User
Email (ID)
Client
First Name
Last Name
Display Name
Email
Role
Modules
Receive Briefing
Receive Alerts
Active
Cancel
Save User