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: firstname.lastname@example.org 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.