Analytics is XBert's reporting. It has two sets of reports:
Practice Reports: reports across your clients. Most let you pick one, several or all clients.
Client Reports: reports for one client at a time.
To open them, click Analytics in the left-hand menu, then Practice Reports or Client Reports.
Practice Reports
If you're an accounting or bookkeeping practice, start here. We suggest these first:
Data Quality
Financial Overview
Activity Count
Together they show each client's financial health, size and complexity, and what needs fixing to get their books up to date.
Client Reports
Pick a client to see their reports. Client reports are useful when you want to share a report with one client: open the report, or click the copy link icon, and send them its link.
⚠️ Anyone with the link can open the report
The link has a security token in it, so nobody can guess or find it. But anyone you send it to can open the report, much like emailing a PDF.
A client's reports aren't showing
If Client Reports shows No items for selected filters for a client you've just added, check that its first sync has finished:
Go to Clients > Sync.
Find the client and check its sync progress.
👉 Read more here: Overview: How XBert Syncs Your Client Data
👉 Read more here: How To: Manually Sync a Client
Reports show once the first sync has finished. If the sync has finished and the reports still aren't showing, or the sync doesn't finish, contact our support team with the client's name.
💡 Client users see fewer reports in their Client Console
If a client's XBerts or tasks are hidden from their client users, some reports are hidden from them too: Data Quality, Health Check and Estimate Accuracy.
Want a report we don't have?
Get in touch with our support team. It may already be on our roadmap, and your request helps us prioritise it.
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io