Rocket Matter Knowledge Base ReportsHow to use the Business Intelligence Module.

How to use the Business Intelligence Module.

1. Click on the 'Business Intelligence' tab located in the left-hand navigation panel.

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: success@rocketmatter.com and ask to speak to your Customer Success Manager for details.

2. To create a custom report, click on the green plus button in the top right-hand side of the screen.

3. Choose from one of the five available Data Set categories by clicking on the plus sign.

Note: You may only use one category at a time to create a custom report. Each category will have its own data sets to choose from.

Open the document below for a detailed list of all data sets and their definitions.

4. Create a title and description for your report by clicking on the gray plus sign in the top right-hand side of the screen.

* Once clicked, the screen will expand and allow you to enter a description and add any key words for future search purposes.

5. Drag and drop the data sets you wish to use into the 'Report Filters', 'Report Grouping' and 'Report Columns'.

Note: Many data sets will have drop down arrows which will allow you to further specify the data you want the report to pull. Select or manually enter the specifications desired. Click the green plus sign to save entry.

6. After finalizing your filtering, grouping and column options, click on the green 'Run Report' button.

7. Report results will display on the bottom of the screen and will be viewable in summary or detail format.

8. Export your report if desired by clicking on 'Export'.

9. Be sure to click 'SAVE' to save the report configurations for future use.