Business Intelligence Help

In this section of this website, you can find the user guide for our desktop application, the Business Intelligence (BI). You can also find in-depth descriptions of all of the tool's features and information about the user interface.

Note

To download the Commerce Assistant (CA) and Business Intelligence (BI), complete the following:

  1. Click Download and Install CA & BI. A new tab opens.
  2. Enter your Cleverbridge credentials.
  3. When the download has finished, open the file InstallCa.msi to start the installation process.
  4. Follow the instructions in the setup wizard to complete the installation.

Tip

Log in with your Cleverbridge credentials and gain access to client-only content marked with an asterisk. This includes forms and lists, as well as the Clearing & Payouts guide.