{"id":199,"date":"2024-03-22T16:27:54","date_gmt":"2024-03-22T16:27:54","guid":{"rendered":"https:\/\/sharedo.wpenginepowered.com\/?page_id=199"},"modified":"2026-03-07T00:21:26","modified_gmt":"2026-03-07T00:21:26","slug":"business-intelligence","status":"publish","type":"page","link":"https:\/\/sharedo.com\/features\/business-intelligence","title":{"rendered":"Business Intelligence"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"199\" class=\"elementor elementor-199\" data-elementor-post-type=\"page\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-27b0ec09 e-flex e-con-boxed e-con e-parent\" data-id=\"27b0ec09\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-745deb3b e-con-full e-flex e-con e-child\" data-id=\"745deb3b\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ec8b2d1 elementor-widget elementor-widget-heading\" data-id=\"ec8b2d1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 08-05-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h1 class=\"elementor-heading-title elementor-size-default\">Capture vast amounts of data for actionable insights<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-101367a elementor-widget elementor-widget-text-editor\" data-id=\"101367a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 08-05-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>Nearly every action taken on the Clio Operate system is captured in your data warehouse. You can use this data for near real-time insights, while keeping sensitive information secure. Using a snowflake schema design, the data warehouse can be reported on either natively, via any SQL-compliant tool, or through our PowerBI integration.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0a44cf1 elementor-align-left elementor-mobile-align-center elementor-widget elementor-widget-button\" data-id=\"0a44cf1\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-grow\" href=\"https:\/\/sharedo.com\/book-demo\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Book a demo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-1bfd1dd6 e-con-full e-flex e-con e-child\" data-id=\"1bfd1dd6\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3094dddb elementor-widget elementor-widget-image\" data-id=\"3094dddb\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 08-05-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1000\" height=\"661\" src=\"https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/data-analytics.png\" class=\"attachment-large size-large wp-image-2593\" alt=\"\" srcset=\"https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/data-analytics.png 1000w, https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/data-analytics-300x198.png 300w, https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/data-analytics-768x508.png 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-5a763c59 e-flex e-con-boxed e-con e-parent\" data-id=\"5a763c59\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46626919 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"46626919\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Several Reporting Options to<br> support the Entire Organisation<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bf61efc e-transform elementor-widget elementor-widget-heading\" data-id=\"bf61efc\" data-element_type=\"widget\" data-settings=\"{&quot;_transform_scale_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1.1,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_hover_laptop&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_hover_tablet_extra&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_hover_mobile_extra&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJ0eXBlIjoidmlkZW8iLCJ2aWRlb1R5cGUiOiJ5b3V0dWJlIiwidXJsIjoiaHR0cHM6XC9cL3d3dy55b3V0dWJlLmNvbVwvZW1iZWRcL1dUX2Q1eXlSS3hNP2ZlYXR1cmU9b2VtYmVkIn0%3D\">Watch video (5m 20s)<\/a><\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c4fb28d e-flex e-con-boxed e-con e-parent\" data-id=\"c4fb28d\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-965bb0b e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"965bb0b\" data-element_type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0c766b4 elementor-widget elementor-widget-heading\" data-id=\"0c766b4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Radars<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d5e4e87 elementor-widget elementor-widget-heading\" data-id=\"d5e4e87\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Display data Contextually to show users what they need, when they need it<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-85bcda9 elementor-widget elementor-widget-text-editor\" data-id=\"85bcda9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>It&#8217;s not just senior staff and managers that need reports. Users also want to track\u00a0progress toward their goals and maintain visibility on the metrics that matter.<\/p><p>When creating custom screens you can use the widget builder to embed any reports you wish, and show contextually relevant information for the user depending on who they are and where they are in the system.<\/p><p>For example &#8211; data reports shown on a case overview page should be different to data reports shown on that specific case&#8217;s financial page.<\/p><p>Similarly, if a user is viewing their global task list (for all of their assigned cases), the radar widget can be configured to show a data report related to the task list.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-9441417 e-con-full e-flex e-con e-child\" data-id=\"9441417\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d1c3f93 elementor-invisible elementor-widget elementor-widget-image\" data-id=\"d1c3f93\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"724\" src=\"https:\/\/sharedo.com\/wp-content\/uploads\/2024\/05\/PortfolioRadar-e1714746716638-1024x724.png\" class=\"attachment-large size-large wp-image-658\" alt=\"\" srcset=\"https:\/\/sharedo.com\/wp-content\/uploads\/2024\/05\/PortfolioRadar-e1714746716638-1024x724.png 1024w, https:\/\/sharedo.com\/wp-content\/uploads\/2024\/05\/PortfolioRadar-e1714746716638-300x212.png 300w, https:\/\/sharedo.com\/wp-content\/uploads\/2024\/05\/PortfolioRadar-e1714746716638-768x543.png 768w, https:\/\/sharedo.com\/wp-content\/uploads\/2024\/05\/PortfolioRadar-e1714746716638.png 1119w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-7345d19 e-flex e-con-boxed e-con e-parent\" data-id=\"7345d19\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6d2474c e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"6d2474c\" data-element_type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-40d3d6b elementor-widget elementor-widget-image\" data-id=\"40d3d6b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"730\" src=\"https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/dashboards-e1714747108784-1024x730-1.png\" class=\"attachment-large size-large wp-image-2592\" alt=\"\" srcset=\"https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/dashboards-e1714747108784-1024x730-1.png 1024w, https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/dashboards-e1714747108784-1024x730-1-300x214.png 300w, https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/dashboards-e1714747108784-1024x730-1-768x548.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-2ec63e0 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"2ec63e0\" data-element_type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeInRight&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-40f7a75 elementor-widget elementor-widget-heading\" data-id=\"40f7a75\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Dashboards<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37db40b elementor-widget elementor-widget-heading\" data-id=\"37db40b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Group reports together into custom dashboards<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14fd821 elementor-widget elementor-widget-text-editor\" data-id=\"14fd821\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Dashboards can be created for the Workbench Portal (i.e. a User&#8217;s summary of their work) or the Work Item Portal (i.e. an in-depth view of a specific case or work item).<span style=\"font-size: 18px; color: var( --e-global-color-primary ); background-color: var( --e-global-color-1e267a9 );\">\u00a0<\/span><\/p><p>For example &#8211; the Accounts department may need a dashboard related to a high level view of the company financials across all cases. Alternatively, they may need a dashboard for a financial over of a specific case, or a specific segment of cases.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6dbcf2c e-flex e-con-boxed e-con e-parent\" data-id=\"6dbcf2c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-44c64f4 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"44c64f4\" data-element_type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d0c30bf elementor-widget elementor-widget-heading\" data-id=\"d0c30bf\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Third-Party Tools<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6fc121f elementor-widget elementor-widget-heading\" data-id=\"6fc121f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Seemlessy integrate your complex discoverable reports into Clio Operate<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c41fb8 elementor-widget elementor-widget-text-editor\" data-id=\"7c41fb8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Fully embed your reports into Clio Operate, with direct integration. This means that the reports are not just static data &#8211; they are fully interactable and clickable from within the Clio Operate platform.<\/p><p>For example, clicking a case shown on a Power BI report, will open that case view directly.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0455e62 e-con-full e-flex e-con e-child\" data-id=\"0455e62\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-42540e7 elementor-invisible elementor-widget elementor-widget-image\" data-id=\"42540e7\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"622\" src=\"https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/power-BI-embed-1024x622-1.png\" class=\"attachment-large size-large wp-image-2598\" alt=\"\" srcset=\"https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/power-BI-embed-1024x622-1.png 1024w, https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/power-BI-embed-1024x622-1-300x182.png 300w, https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/power-BI-embed-1024x622-1-768x467.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6e9a4370 e-flex e-con-boxed e-con e-parent\" data-id=\"6e9a4370\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4ced8bf8 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"4ced8bf8\" data-element_type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-67f3be3 elementor-widget elementor-widget-heading\" data-id=\"67f3be3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Utilisation DAta<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45a1a6d8 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"45a1a6d8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Gather operational insights to identify areas of improvement<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-63075361 elementor-widget elementor-widget-text-editor\" data-id=\"63075361\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Within the admin areas of the Clio Operate system you can view aggregated reports based on the actions that users are taking most or least regularly.<\/p><p>For example &#8211; in the document admin portal (see right), you can see which documents are being used most often and by who, in order to deep dive your operational processes and laser focus on the areas that will generate the most impact.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-482a0271 e-con-full e-flex e-con e-child\" data-id=\"482a0271\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2c95bd9f elementor-invisible elementor-widget elementor-widget-image\" data-id=\"2c95bd9f\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"619\" src=\"https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/doc-admin-data2-1024x619-1.png\" class=\"attachment-large size-large wp-image-2594\" alt=\"\" srcset=\"https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/doc-admin-data2-1024x619-1.png 1024w, https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/doc-admin-data2-1024x619-1-300x181.png 300w, https:\/\/sharedo.com\/wp-content\/uploads\/2026\/02\/doc-admin-data2-1024x619-1-768x464.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-9718246 e-flex e-con-boxed e-con e-parent\" data-id=\"9718246\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4c37910 elementor-widget elementor-widget-heading\" data-id=\"4c37910\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Prebuilt Power Bi Reports<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8392e1b elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"8392e1b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Standard Power Bi Reports available out of-the-box<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3091739 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"3091739\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Clio Operate comes with a large number of pre-built Power BI reports to help your organisation get started measuring the most important metrics quickly. A small selection of examples are below:<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-062b2a9 elementor-widget elementor-widget-html\" data-id=\"062b2a9\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<script>\r\n\/* Code from https:\/\/element.how\/elementor-open-tabs-hover\/\r\n*\/\r\ndocument.addEventListener('DOMContentLoaded',function(){\r\njQuery(function($){\r\n$('.hoverTabs .e-n-tab-title').mouseenter(function(){\r\n$(this).click();\r\n});\r\n});\r\n});\r\n<\/script>\r\n\r\n<style>\r\n.hoverTabs .e-n-tabs-content .e-con.e-active {\r\n    animation: fadeInTabs 0.8s ease forwards;\r\n}\r\n@keyframes fadeInTabs{\r\n0% {\r\n opacity:0;\r\n}\r\n100% {\r\n opacity:1;\r\n}\r\n}\r\n<\/style>\r\n\r\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bfea14c hoverTabs e-n-tabs-mobile elementor-widget elementor-widget-n-tabs\" data-id=\"bfea14c\" data-element_type=\"widget\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"201\" aria-label=\"Tabs. 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class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2013\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t<span class=\"e-n-tab-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\t\tMatter Financials\t\t\t\t<\/span>\n\t\t\t<\/button>\n\t\t\t\t\t<button id=\"e-n-tabs-title-2014\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"4\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2014\" style=\"--n-tabs-title-order: 4;\">\n\t\t\t\t<span class=\"e-n-tab-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\t\tTime Recording\t\t\t\t<\/span>\n\t\t\t<\/button>\n\t\t\t\t\t<button id=\"e-n-tabs-title-2015\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"5\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2015\" style=\"--n-tabs-title-order: 5;\">\n\t\t\t\t<span 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100%;-webkit-mask-repeat:var(--divider-pattern-repeat);mask-repeat:var(--divider-pattern-repeat);background-color:var(--divider-color);-webkit-mask-image:var(--divider-pattern-url);mask-image:var(--divider-pattern-url)}.elementor-widget-divider--no-spacing{--divider-pattern-size:auto}.elementor-widget-divider--bg-round{--divider-pattern-repeat:round}.rtl .elementor-widget-divider .elementor-divider__text{direction:rtl}.e-con-inner>.elementor-widget-divider,.e-con>.elementor-widget-divider{width:var(--container-widget-width,100%);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4567c061 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"4567c061\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">FREQUENTLY ASKED QUESTIONS<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1f1764fc elementor-widget elementor-widget-n-accordion\" data-id=\"1f1764fc\" data-element_type=\"widget\" data-settings=\"{&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:600,&quot;sizes&quot;:[]},&quot;default_state&quot;:&quot;expanded&quot;,&quot;max_items_expended&quot;:&quot;one&quot;}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-5210\" class=\"e-n-accordion-item\" open>\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"true\" aria-controls=\"e-n-accordion-item-5210\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How quick is the reporting? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-right\" viewBox=\"0 0 320 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M285.476 272.971L91.132 467.314c-9.373 9.373-24.569 9.373-33.941 0l-22.667-22.667c-9.357-9.357-9.375-24.522-.04-33.901L188.505 256 34.484 101.255c-9.335-9.379-9.317-24.544.04-33.901l22.667-22.667c9.373-9.373 24.569-9.373 33.941 0L285.475 239.03c9.373 9.372 9.373 24.568.001 33.941z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" role=\"region\" aria-labelledby=\"e-n-accordion-item-5210\" class=\"elementor-element elementor-element-45b48c9a e-con-full e-flex e-con e-child\" data-id=\"45b48c9a\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3b96bfef elementor-widget elementor-widget-text-editor\" data-id=\"3b96bfef\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Our database is built using something called Elastic Search technology. This modern methodology allows for near real-time reporting &#8211; and when we say near real-time we mean with a c. 200ms delay. Importantly, this technology also means that data reporting is delivered extremely quickly, and without any slowdown\u00a0 caused by large data sizes.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-5211\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-5211\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Can I control who see's what to protect sensitive data? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-right\" viewBox=\"0 0 320 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M285.476 272.971L91.132 467.314c-9.373 9.373-24.569 9.373-33.941 0l-22.667-22.667c-9.357-9.357-9.375-24.522-.04-33.901L188.505 256 34.484 101.255c-9.335-9.379-9.317-24.544.04-33.901l22.667-22.667c9.373-9.373 24.569-9.373 33.941 0L285.475 239.03c9.373 9.372 9.373 24.568.001 33.941z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" role=\"region\" aria-labelledby=\"e-n-accordion-item-5211\" class=\"elementor-element elementor-element-bf501f7 e-flex e-con-boxed e-con e-child\" data-id=\"bf501f7\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9901ffe elementor-widget elementor-widget-text-editor\" data-id=\"9901ffe\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Yes, Clio Operate&#8217;s extensive persona engine means that you have extremely fine control of the information that gets reported to different users. For example &#8211; you may wish for case handler in one department to see certain information, but hide that same information to case handlers in a different department. Or even, allow case handlers to see data from one client, but hide that same type of data of another client. The persona engine puts you in the driver seat for near limitless reporting customisation options.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-5212\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-5212\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Are there any reporting limits or additional fees? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-right\" viewBox=\"0 0 320 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M285.476 272.971L91.132 467.314c-9.373 9.373-24.569 9.373-33.941 0l-22.667-22.667c-9.357-9.357-9.375-24.522-.04-33.901L188.505 256 34.484 101.255c-9.335-9.379-9.317-24.544.04-33.901l22.667-22.667c9.373-9.373 24.569-9.373 33.941 0L285.475 239.03c9.373 9.372 9.373 24.568.001 33.941z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" role=\"region\" aria-labelledby=\"e-n-accordion-item-5212\" class=\"elementor-element elementor-element-9d6e6f8 e-flex e-con-boxed e-con e-child\" data-id=\"9d6e6f8\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1ecd7cb elementor-widget elementor-widget-text-editor\" data-id=\"1ecd7cb\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>No &#8211; there are no reporting limits or additional costs whatsoever.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-5213\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-5213\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How is the data sent to Power BI from the data warehouse? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-right\" viewBox=\"0 0 320 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M285.476 272.971L91.132 467.314c-9.373 9.373-24.569 9.373-33.941 0l-22.667-22.667c-9.357-9.357-9.375-24.522-.04-33.901L188.505 256 34.484 101.255c-9.335-9.379-9.317-24.544.04-33.901l22.667-22.667c9.373-9.373 24.569-9.373 33.941 0L285.475 239.03c9.373 9.372 9.373 24.568.001 33.941z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" role=\"region\" aria-labelledby=\"e-n-accordion-item-5213\" class=\"elementor-element elementor-element-549edf3d e-con-full e-flex e-con e-child\" data-id=\"549edf3d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-722af419 elementor-widget elementor-widget-text-editor\" data-id=\"722af419\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Power BI uses various methods to send data to the online Power BI Service. We recommend using <strong>Enterprise Gateway<\/strong> or <strong>ExpressRoute<\/strong> for most scenarios; however, for clients where data security policies do not permit the hosting of their warehouse data outside of their environments, we can also use Direct Connection with Analysis Services Gateway.<\/p><p>Data within Power BI is held in line with Microsoft Online Services Terms. Currently, data is held in Microsoft\u2019s Dublin data centre with a backup node in the Netherlands; however, this is shortly due to change to a UK-based data centre (https:\/\/azure.microsoft.com\/en-us\/regions\/).<\/p><p>The following link gives an overview of Power BI Security and contains a detailed whitepaper on all aspects of Power BI security implications and architecture.<\/p><p><a id=\"\" title=\"\" href=\"https:\/\/powerbi.microsoft.com\/en-us\/documentation\/powerbi-admin-power-bi-security\/#power-bi-architecture\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI Architecture<\/a>.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"How quick is the reporting?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Our database is built using something called Elastic Search technology. This modern methodology allows for near real-time reporting &#8211; and when we say near real-time we mean with a c. 200ms delay. Importantly, this technology also means that data reporting is delivered extremely quickly, and without any slowdown\\u00a0 caused by large data sizes.\"}},{\"@type\":\"Question\",\"name\":\"Can I control who see's what to protect sensitive data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, Clio Operate&#8217;s extensive persona engine means that you have extremely fine control of the information that gets reported to different users. For example &#8211; you may wish for case handler in one department to see certain information, but hide that same information to case handlers in a different department. Or even, allow case handlers to see data from one client, but hide that same type of data of another client. The persona engine puts you in the driver seat for near limitless reporting customisation options.\"}},{\"@type\":\"Question\",\"name\":\"Are there any reporting limits or additional fees?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No &#8211; there are no reporting limits or additional costs whatsoever.\\u00a0\"}},{\"@type\":\"Question\",\"name\":\"How is the data sent to Power BI from the data warehouse?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Power BI uses various methods to send data to the online Power BI Service. We recommend using Enterprise Gateway or ExpressRoute for most scenarios; however, for clients where data security policies do not permit the hosting of their warehouse data outside of their environments, we can also use Direct Connection with Analysis Services Gateway.Data within Power BI is held in line with Microsoft Online Services Terms. Currently, data is held in Microsoft\\u2019s Dublin data centre with a backup node in the Netherlands; however, this is shortly due to change to a UK-based data centre (https:\\\/\\\/azure.microsoft.com\\\/en-us\\\/regions\\\/).The following link gives an overview of Power BI Security and contains a detailed whitepaper on all aspects of Power BI security implications and architecture.Power BI Architecture.\"}}]}<\/script>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-92e5f54 e-flex e-con-boxed e-con e-parent\" data-id=\"92e5f54\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c6a824f elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"c6a824f\" data-element_type=\"widget\" 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You can use this data for near real-time insights, while keeping sensitive information secure. Using a snowflake schema design, the data warehouse can be reported on either natively, via any SQL-compliant tool, &hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":17,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","_genesis_block_theme_hide_title":false,"footnotes":""},"class_list":["post-199","page","type-page","status-publish","hentry","post","without-featured-image"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Business Intelligence - Clio Operate<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sharedo.com\/features\/business-intelligence\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Business Intelligence - Clio Operate\" \/>\n<meta property=\"og:description\" content=\"Capture vast amounts of data for actionable insights Nearly every action taken on the Clio Operate system is captured in your data warehouse. 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