Accessing Client Results

Advisor Dashboard and Client Report 

Step 1: Log in to the BQ Portal

If you are not already logged in, click here to sign in with your credentials.

 

Step 2: Select a client

Select a client from the client list.

To find a specific client, enter their first and/or last name in the search box at the top left.

To select a client, click on the row displaying the client’s name. You will be redirected to their dashboard.

To view a client’s results dashboard and download their report, the client must have completed at least one dialogue.

1. The dashboard offers a profile of the client’s characteristics, predicts future behaviors, and provides comprehensive recommendations for personalized advising.
2. The client report is a 7-page downloadable PDF with key results, intended as an optional service for the client.

 

Step 3: View the results dashboard and download the client report 

On the dashboard, use the navigation bar on the left (1) to switch between different views. To download the client report, click the corresponding button (2).

 

Exporting Results

See this article for instructions on exporting the results.