Getting Started
On the top-level navigation go to the Customers section and click on Business Review
Creating a Business Review
In the top right corner click the Create Business Review Report button
Enter a Title, Subtitle, and File Name
Set a start and end date for the data included in your chosen sections.
Optional settings include Confidential and Do Not Distribute on your Business Review. You can also get a notification when the Business Review is ready.
Add sections to your business review:
All Report Types
System History
Trends Report Templates
Attachments
Note Section
Click Create when you are ready to create the review report
Report Contents
Business review includes a Cover page, Table of Contents, Section Cover pages