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Cognition360
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Getting Started
Everything you need to know to get started
1. Get Connected
Setup Errors - and how to deal with them
Accessing Your Reports
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
Power BI - User Access To Workspaces
Your First Onboarding Meeting
Getting Started with Cognition360 (Training)
3. Dig In
Report Cadence
Agreement Profit Reporting Comparison to CW Manage Financial Dashboard
4. Setup for Success
Customer Satisfaction (CSAT) Reporting in Cognition360
Keep in Touch With Us!
Security / Data Handling FAQ
5. Manage Your Account
Setup Payment
Plans