What is the Business Intelligence Module?
The Business Intelligence module allows users to build their own custom reports. Choose your desired data sets and populate reports that provide the exact information you are looking for. Users with administrative access will have the ability to generate reports based on matters, clients, contacts, activities, and more.
Note: If you do not see the 'Business Intelligence' tab in the navigation panel, then your account does not have this tool enabled or you do not have administrative access. To enable this tool, please contact our support team at #888-432-1529 or email us at: firstname.lastname@example.org and ask to speak to your customer success manager for details.