Best path by issue type
For setup and workflow issues, start with Documentation first. Most onboarding bottlenecks are solved fastest when teams follow the role-based guides step by step.
For product questions tied to specific pages or reports, use contact support and include exact context: what you expected, what happened, and which route you were on.
For operational guidance, run your estimate and compare it against the sample report, then document where your team is seeing variance before requesting help.
Support expectations
The clearest requests get the fastest answers. Include your company context, workflow goal, and the relevant screen or report in question.
If you can share screenshots and timestamps, we can move directly into diagnosis and corrective steps without back-and-forth clarification.
Self-serve first workflow
- Check the relevant docs guide for your role and task.
- Use troubleshooting matrix if behavior looks incorrect.
- Escalate with detailed context if issue persists.