Cognition360

1. Get Connected 7

• Welcome to Cognition360!
• Step 1 - Review Terms
• Step 2a - Authorize ConnectWise Cloud
• STEP 2b - On-Prem Installation of Cognition360 Data Service
• Step 3 - Create Office 365 Account

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2. Share to Your Team 3

• PowerBI - Adding App Permissions
• Your First Onboarding Meeting
• Successive Onboarding Meetings

3. Dig In 4

• Day One Recommendations
• Report Cadence
• Long-term Usage of Reports
• Agreement Profit Reporting Comparison to CW Manage Financial Dashboard

4. Setup for Success 4

• Keep in Touch With Us!
• Choose Your Adventure
• PowerBI How to set up an alert for refresh failures
• Security / Data Handling FAQ

Use Cases 0

How To's 24

• Self-Hosted Database Set Up
• Re-send Data files
• CW Manage Database Server Change
• Setting up C360 ConnectWise connection for Data Readiness Report
• Technician Cost Options & Reporting

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Training Sessions 6

• Customer Profitability
• Service - Common Issues and Ticket Labor
• Projects - Summary and Resource Availability
• Dashboarding - Build Dashboards for a Simplistic View
• Service Delivery - Effectiveness

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Technical How-to 14

• Base64 Encoding Instructions
• Data Refresh Schedule
• How do I enable Power BI Workspace Creation?
• Setting up C360 to send us Automate data
• Is Cognition 360 down?

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Setup Payment 1

• Cognition360 Billing Practices

Plans 1

• Manage Your Cognition360 Subscription: Account Portal

Layout 2

• Cognition360 Reports
• Finding Your Way Around Cognition360 Reports

Executive 0

Service 2

• Team Utilization report
• Common Issues Reporting (Type, Subtype and Item)

Benchmarks 1

• Time Entry Benchmark

Customer 0

Finance 2

• Common Issues Report
• Datagate Billing and Agreement Reporting

Sales 0

Projects 0

LIVE / Real-time 2

• Setting up C360 Live ConnectWise connection
• C360 LIVE Reports (Real-time Reports)

Security 1

• Cognition360 Response to Log4j Vulnerability

How it Works 1

• Time Entry Quality Rules

Technical information 17

• ConnectWise Manage - Hosted or Cloud?
• Report Usage Frequency
• Cognition360 Downloads
• What is Cognition360?
• Can I get a refund on a Cognition subscription?

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Support 1

• Staff Teams from CW Manage Member Data

C360 Live 0

Datagate 0

QuickBooks 0

Automate 0

Questions Asked Frequently 2

• Is Self Service Possible?
• Active Users

Documents 4

• Terms of Service
• List of Sub-Processors
• Data Processing Addendum
• ​Privacy Policy Notice