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Powerview User Guide
Powerview Overview What is Powerview? Powerview is Careview’s Business Intelligence (BI) Reporting system. Powerview is offered as a reporting and data visualisation tool integrated with Careview’s CRM. The standard reports that have been developed ...
Powerview Service Support Report
Report Fields and Filters Please find below a table outlining the fields and filters available for the new Powerview Service Support Report. Report Name Reporting Fields New Reporting Filters Service Support Report Client Full Name Service Contract ...
Powerview Access Management
Use the following steps to grant permission to specific Powerview Reports for all User accounts that are associated to a specific User Role. Only a System Administrator will be able to grant permission to Powerview Reports 1. Click on Settings. 2. ...
Create a Task Report
You can create a report on all Tasks or selected Tasks. Use the following steps to create a task report. 1. From the menu, click CRM, then select Tasks. 2. The Task Console screen displays. 3. Select the Tasks you want included ...
Powerview Reports
Powerview is our new, dynamic reporting tool designed to replace the Legacy reports currently available to organisations in Careview. Powered by Microsoft Power BI, Powerview offers interactive tabular reports that allow you to drill into data ...