If you have the client information uploaded to the platform:
Step 1: Log into the platform through https://login.cloudadvisors.ca/ (read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Enter your client name in the "Group" search tab
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one.
--> Read "How to create a New Group?" article if needed.
Step 3: When your client's name shows up under the search bar, click on your client! You will see your client's name is locked in the Group search bar.
Step 4: Click on "Build Reports" on the left side Navigation Bar
Step 5: Select Report Type - Select "Benchmarking" and click on the report you need. (make sure the selection is highlighted).
Step 6: Click on on the top right corner.
Step 7: Choose the Comparative group you want to compare with your clients based on Industry, Region, and Size. After choosing the comparative group based on the three categories, click on "Generate Benchmarking Report" at the top right corner.
--> After the reports successfully loaded, you have the options on the top toor . When you save the report, it will be saved to Manage Report, which is your digital briefcase to save all your files on the platform.
If you have any questions regarding and instructions above, please email us at email@example.com.