How can we help?
Getting Started
101 Getting Started
- Setting up Your Free Trial
- Favourite Reports - Changing Rows (Analyze By)
- Favourite Reports - Drill down (Then By)
- Favourite Reports - Subtotals (Group By)
- Favourite Reports - Sort Rows (Order By)
- Create, Save, Share & Schedule your Own Favourites
201 Which Report Type to Use?
- Balance Sheet Report
- P&L Forecast - Ultimate Month End
- Analyze - To see your data in more detail
- Analyze by Detail - To see all fields at transaction level detail
- Pivot - To see Multiple Dimensions at once
- Compare - To see comparisons to Prior Periods
301 BI Masterclass - Deep Dive
Cool Stuff
- Financial Ratios, KPIs and Metrics
- Divisional Analysis
- Job Analysis
- Sales and Inventory Analytics
- Sales Budgets - Set Targets to Achieve your goals
- Sales Budgets - Setup
Use MYOB Smarter
- Focus on Overdue Receivables
- Sales Orders - Managing Customer Expectations
- Streamline the Chart of Accounts (COA) for Sharper Reporting
- Simplify Month end - Review all outstanding Purchase Orders
- Report by "Ship to" not just "Invoice to" Address in MYOB
- Accounting for Divisions or Cost Centres using MYOB
Which Jobs Reports to use depends on how you use Jobs
Advisors
Which Inventory Report Mapping to Use?
Advanced Tips & Tricks
- ★ Customer Card List - Who needs CRM?
- ★ Financial year - changing the default "This Year" date range
- ★ Dots - Why are there Dots "." in my report?
- ★ Add Multiple Subtotals - Group by levels
- ★ Hide and Show Columns
- ★ Hide report rows with zero ($0) values
BI for Cloud Admin
Using the Emailer
NDIS Corner
Work Smarter
FAQ
Other
Great Questions from our Users
User FAQ
- My Favourites display SQL errors
- AR Aged Debtors with Foreign Amount Due
- Creating Reports in BI4Cloud
- Reveal the Detail with Bi4Cloud
- MultiCurrency GL Report
- Setting Alerts and Notifications
Product Questions
- EXO Ship To City, State, PostCode
- Bi4Cloud Reseller FAQs (ABSS SG)
- Report on Average Debtor Days
- Emailing at month end
- How often does my data refresh ?
- Can users share a login or should I get a licence for each Sales Rep?
Technical FAQs
- ★ BI Connector : Network files & BI Service
- ★ BI Connector : Install & Use
- BI Connector and Moving Servers
- Analysis Codes Comparison
- Bi4Cloud + Xero : Inventory Sales
- MYOB Cache Issues
Announcements
- Bi4Cloud + AccountEdge
- Bi4Cloud + ABSS Premier
- Bi4Cloud + MYOB AccountRight
- QuickBooks Online: Location and Class Reporting
- Xero : Tracking Code Budgets
- BI4Cloud + XERO = Advanced Sales Analysis