Cognition360
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Knowledge base
Getting started with us
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
Academy
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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Manage Your Account
Setup Payment
1
Cognition360 Billing Practices
Plans
1
Manage Your Cognition360 Subscription: Account Portal
Reports
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)
Technical
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
Add-ons
C360 Live
0
Datagate
0
QuickBooks
0
Automate
0
FAQs:
Questions Asked Frequently
2
Is Self Service Possible?
Active Users
Legal
Documents
4
Terms of Service
List of Sub-Processors
Data Processing Addendum
​Privacy Policy Notice