Karbon

Impact of Credit Notes on Karbon Practice Intelligence Reports

How the Credit Notes Launch Will Affect the Dataset

Erin Jamison

Lachlan Macindoe

Gain valuable insights and make informed decisions by analyzing trends, assessing performance, productivity, and more. Identify strengths, weaknesses, and effectively steer your firm towards success.

Practice Intelligence

Karbon Practice Intelligence offers users advanced data analytics and reporting functionalities, empowering users with robust capabilities.

Overview of Practice Intelligence

Learn how to update your login for PowerBI Desktop and Snowflake reader account.

Logging into PowerBI Desktop and Snowflake Reader Account

Overview

Create custom reports using the data in Karbon Practice Intelligence (KPI)

Create custom reports using the data in Karbon Practice Intelligence

Creating Saved Views in Karbon Practice Intelligence

Intelligence access permissions

KPI Dashboard Instructions

Understand the basics of the SQL language for the Query Builder

Introduction to SQL for the Query Builder

Understand what tables and fields you have access to.

KPI Table and Column Names

Change your Power BI settings to enable the use of field parameters.

Changing Power BI Settings for Time Dashboard

How To's

Who on my team has access to Karbon Practice Intelligence?

The data in Karbon Practice Intelligence is refreshed with the most recent information available every day.

How often does the data update?

Do I need a Power BI License?

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