Basics
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...
Tue, 5 Jul, 2022 at 2:47 PM
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, 7 Jul, 2022 at 1:36 PM
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
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
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
Instructions to print a page from BI Book Step 1: Click Analytics from the sidebar Step 2: Choose the report which you want to print Step 3: Cli...
Wed, 13 Jul, 2022 at 2:52 PM
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...
Wed, 13 Jul, 2022 at 2:56 PM
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...
Wed, 13 Jul, 2022 at 3:00 PM
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
This article explains how logging out happens in BI Book Logging out Click the small arrow on the top right corner next to your name and email Cli...
Wed, 13 Jul, 2022 at 3:38 PM