Getting started

Let's get started by signing into ClientSpace. You may need to add the Bus Intelligence module to the top header bar.

To get started with Business Intelligence:

1.

Sign into ClientSpace.

2.

You can either add the Business Intelligence Reporting module to your header links or you can access it through the full list of modules.

3.

On the modules bar, click Business Intelligence to open the module.

This action presents the list of reports to which you have access.

4.

Select a report to run.

5.

You can also Design a report or Add a report.