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Costpoint Business Intelligence Made Easy: Your Guide an Effective User Experience
November 20, 2025 @ 1:00 pm – 2:00 pm EST
BDO invites you to an informative webcast on maximizing Costpoint Business Intelligence (BI). Whether you’re new to BI or looking to deepen your expertise, this session covers essential access and setup, key features to optimize daily operations, and showcases powerful dashboards and reports available out of the box. Our speakers will also share tips and best practices for creating custom reports and dashboards tailored to your organization. Join us to gain actionable insights that support informed decision-making, boost efficiency, and drive business success.
Learning Objectives
- Describe how to navigate within Costpoint Business Intelligence (BI) and locate out-of-the-box reports and dashboards, including their content and purpose.
- Explain select features and control settings in Costpoint BI—such as Security, System Settings, BI Menu, and BI Menu Content—and discuss best practices for ensuring data integrity.
- Demonstrate how to source appropriate data and create basic custom reports and dashboards within Costpoint BI.
CPE Information
Delivery: Group Internet Based
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Cost: There is no fee to attend this session
Information about CPE Eligibility
To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.
Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].
BDO USA, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
