Onboarding
How do I log in to view my data?
To log into the Power BI Portal, follow these steps: Open a web browser: Launch your preferred web browser (e.g., Google Chrome, Mozilla Firefox, Microsoft Edge, etc.) on your computer or mobile device. Open an Incognito window or InPrivate window in ...
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, invoice sales list, customer contact list) and Vendor Data (vendor list, check ...
How long does the process take?
Your historical data will be loaded within 24-48 business hours from the time we receive remote access to your system. We load three years worth of data initially and then update monthly thereafter. If you don't have three years worth of data, we ...