Account Management

This guide will walk you through the data and details included in an account page so you can find the detail you're looking for. The header is a stati...

This guide provides an overview of the dashboard and its key functions. The dashboard is the first page you see when logging into the platform. You ca...

If you're searching for an existing customer report, there are several ways to find it. The options below outline the different ways you can locate yo...

This guide will walk you through the steps to add a new customer report to your portfolio. Once added, the report will appear on your dashboard and be...