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The Building BI settings page gives you a centralized view of all shared links and scheduled reports, custom color palettes, and templates across your dashboards.

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Access settings

Navigate to Building BI and click Settings at the bottom of the page. The Shared Links tab displays all generated links for your dashboards. Use the search bar and Active/Expired filters to find specific links. Select one or more links using the checkboxes to delete them in bulk.
Settings page Shared Links tab showing a table with Link Title, Expires, Building Name, Dashboard, Entity Type, Refresh Rate, and Allowed columns listing seven shared links with values like Enter Tenant Name expiring Never with 60 Minutes refresh and All IPs allowed, with two rows selected and Cancel and Delete buttons at the bottom

The Shared Links tab showing active links with expiration, dashboard, refresh rate, and IP access details

Each entry shows the following details:
1

Open the edit dialog

Click the three-dot menu on the shared link and select Edit.
2

Modify link settings

Update any of the following fields:
  • Pages to share — Select which dashboard pages are included in the link.
  • Link Title — Update the display name for the shared link.
  • Refresh Rate — Change how frequently the shared view refreshes.
  • Allowed IPs — Restrict access to specific IP addresses.
3

Save your changes

Click Save to apply the updated settings.
Changing the Allowed IPs field requires dashboard ownership. Contact the dashboard owner if you need to modify IP restrictions.
Click the three-dot menu on the shared link and select Delete. This revokes access for anyone using the link.

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Scheduled reports

The Scheduled Reports tab lists all active and paused report schedules across your dashboards. Use the search bar and Enabled/Disabled filters to find specific reports.
Settings page Scheduled Reports tab showing a table with Name, Building Name, Frequency, Dashboard, End Date, and Status columns listing four reports including Weekly Report Summary, 1350 Weekly Smart Building Report, OSS Report Summary, and Kode Labs Test with enabled status toggles

The Scheduled Reports tab showing report schedules with frequency, dashboard, and status columns

Select one or more reports using the checkboxes to access bulk actions. Select Delete to remove the selected schedules.
Scheduled Reports tab with two reports selected showing checkboxes, Building Name column visible, and Cancel and Delete buttons at the bottom

Selecting multiple scheduled reports for bulk deletion

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Edit a scheduled report

Select the three-dot menu on any report and select Edit. You can modify the report name, included pages, frequency, repeat interval, recipients, and other schedule settings.

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Delete a scheduled report

Select the three-dot menu on the report and select Delete. This permanently removes the schedule and stops all future deliveries.

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Custom color palettes

Organization-level color palettes are managed from the Color Palettes tab. Create reusable palettes for branding, themes, or visualization contexts and apply them across all Building BI dashboards in your portfolio. See color tools and dashboard styling principles for selection and usage guidance. Centralized palettes reduce ad-hoc color choices and help teams maintain a consistent visual identity across charts, backgrounds, markers, and other widget elements.
Settings page Color Palettes tab showing Active and Archived filters, Import button, New Palette button, and two palette cards: Asset Ops Colours with multiple color swatches and Asset Ops Team Colours with five color swatches

The Color Palettes tab showing custom organization palettes with color swatches

Use the Active/Archived toggle to filter palettes by status. Select Import to upload a previously exported palette, or select + New Palette to create one.

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Create a palette

Select + New Palette and configure the palette details.
Create Palette dialog showing Name field set to Dark Theme, Description field, Palette Colors section with Add a Color button, and two color entries Color 1 in black and Color 2 in dark red with drag handles and remove buttons

The Create Palette dialog with name, description, and color entries

Select Create to save the palette.

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Manage a palette

Select the three-dot menu on a palette card to access management actions.
Color palette card three-dot menu showing Edit, Duplicate, Export, and Archive options for the Asset Ops Colours palette

Palette card three-dot menu with Edit, Duplicate, Export, and Archive options

Color palettes created here appear as options in the Colors section of any widget style configuration. Unlike the predefined color schemes provided by KODE Labs, custom palettes are designed and maintained by your organization.

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Templates

The Templates page is accessible from the bottom of the left navigation panel. See Templates for full documentation on saving, importing, exporting, and applying templates.
For export and schedule workflows, see PDF exports and scheduled reports. For field-level details, see Shared Links and Scheduled Reports. For who can share or schedule, see How Building BI permissions work.

Widget customization

Style widgets, apply defaults, manage palettes, and add graphics.

Choosing visualizations

Match chart types to the question you need to answer.

Chart types

Look up Setup requirements for every widget type.

Color tools

Configure series colors, gradients, and palettes.

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Next steps

Dashboards

Create and configure interactive dashboards with charts, tables, and widgets.

PDF exports

Export dashboards as PDF files and schedule automated reports.
Last modified on August 18, 2026