Frequently Asked Questions
Tutorial Video - How to Login to Power BI - using 4ID Login
In this video, I will guide you through the process of logging in to Power BI. If you are using a Mac or Google, we will create a 4ID login for you. You will receive an email from 4ID containing your login credentials and instructions. To avoid ...
Tutorial Video - How to Login to Power BI - Microsoft 365 Users
In this video, I'll guide you through how to login to Power BI and share some navigation tips. I explain how to access the app, the option for a free trial, and the need to purchase a license after the trial. I also demonstrate how to navigate ...
How do I log in to view my data?
Using your Microsoft 365 login, 4ID will share the app into your account. During the review meeting, you will receive an email that includes a link to the 4ID BGS app. Click on that link, and it will take you directly into the 4ID Business Guidance ...
What reports do you usually run in my system?
For our financial model, we pull the Profit Loss Statement and Balance Sheet. For our customer and product models, we will pull Sales Data (Sales by customer detail, customer contact list) and Vendor Data (check detail). These reports vary depending ...
How long does the process take?
Based on the agreed-upon schedule, the data will be refreshed and made available within one business day of the specified timeframe.
How often do you update the data?
We update our financial models monthly after you close your books. We pull reports to load the financial data on either the 10th or 20th of the month, whatever works better for you. Customer and Vendor data is pulled the first week of the month and ...