Cognition360

1. Get Connected 5

• Welcome to Cognition360!
• Step 1 - Sign Agreements
• Step 2 - Setup the Connection
• Step 3 - Create Office 365 Account
• Step 4 - Set Permissions on Your PowerBI

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

• Join Our Support Portal
• Choose Your Adventure
• PowerBI How to set up an alert for refresh failures
• Security / Data Handling FAQ