Basics

Logging in
If you are the first user in your account and setting it up, please refer to the section first time user or contact our support. TABLE OF CONTENTS Log...
Fri, 13 Aug, 2021 at 3:10 PM
Adding a new analytics report
Here you will learn to add a new analytics report to BI Book. Note that this requires you to be logged in as a user. Adding a new analytics report B...
Thu, 17 Jun, 2021 at 12:44 PM
Importing Budgets to BI Book
If you are using our standard Power BI Financial templates in BI Book (default) then this guide will show you how to add budgets into BI Book. For Forecasts...
Mon, 22 Feb, 2021 at 5:57 PM
Changing your language
This article includes a step-by-step guide on how to change your language in BI Book. Instructions to change your language Step by step guide: ...
Mon, 22 Mar, 2021 at 12:32 PM
Viewing a report's access list
This article includes guidance on how to view the report's access list Instructions to view report's access list Step 1: Log in BI Book...
Thu, 18 Mar, 2021 at 2:45 PM
Print a page
Instructions to print a page from BI Book Step 1: Click Analytics from the top bar Step 2: Choose the report which you want to print Step 3: Cli...
Tue, 7 Sep, 2021 at 2:23 PM
Switching companies
A user may have access to multiple companies' reports in BI Book. The instructions show how a user can switch between the companies. Instructions t...
Thu, 8 Jul, 2021 at 2:07 PM
Entering and exiting full-screen mode
In this article, we show you how to view reports in full-screen mode and exit from the full-screen mode. Instructions to entering and exiting full-sc...
Thu, 8 Jul, 2021 at 2:07 PM
Getting a link to a report
In this article, we guide you on how to get a link to a report Instructions to getting a link to a report Step 1: Choose "Company managem...
Mon, 22 Mar, 2021 at 12:24 PM
Logging out
This article explains how logging out happens in BI Book Logging out Click the small arrow on the right corner next to your name and email Click &...
Mon, 22 Mar, 2021 at 10:06 AM