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Combinations of users, branches and clients. eg. a client may be served by a number of branches and a number of branches may serve a client.

CSV Export

White Glove Application

CSV Export should be limited to one client and be in the format “SmartHub clientname date time” where

• clientname is the Client’s name

• date is the date formatted as “YYYYMMDD”

• time is the time formatted as “HHMMSS”

PowerBI

PowerBI should export each customer separately in the same format as the White Glove application CSV Export “SmartHubPBI clientname date time”.