Getting Started

101 Getting Started

• BI4Cloud Help Widget - In App Help
• 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)

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201 Which Report Type to Use?

• 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 - Awesome Date Comparison

Advanced Tips & Tricks

• ★ New Login Feature - Linked to Support
• ★ 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

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Choosing a Plan

• ★ Cool Stuff

Advisors

• ★ Boost your Advisory Skills with BI4Cloud
• ★ Advisor features in BI4Cloud
• Got the right consulting tools ?

BI4Cloud Admin

• Organisation Settings
• AR Live Connection issues
• My Data is not Auto Refreshing
• Moving from MYOB Classic to ARLive

Using the Emailer

• Entering Multiple Email Addresses
• Emailing at month end - Last day of the month
• Can I auto Email Dashboards and Visualisations?

Reseller

• Using Advisor Facilities

NDIS Corner

• ★ The Impact of NDIS on Cashflow for Disability Providers
• ★ Using MYOB to process NDIS Claims
• Job Activity Detail Report and Job Transaction Accrual Report
• Disability Service and the NDIS
• National Disability Insurance Scheme - is MYOB doing anything to prepare for this?
• NDIS Claims File