Analytics
In-depth data and reporting of all your connected files
By Steven and 3 others4 authors16 articles
AnalyticsReporting on financial, data quality, transaction activity and other metrics across all your clients.
Understanding Date Filters in the Health Check ReportLearn how the date filters work in the Health Check report
Analytics Report ExportingFor exporting an analytics report.
Estimate AccuracyUse the estimate accuracy report to compare the estimated time of completed work to the actual time.
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Understanding the Role Member and Staff Member FiltersGet the most out of the different report filters for Role Members and Staff Members
When can you expect Reports (Analytics) to reflect the latest data?Understand how reports update in the background and what to expect when you're waiting for new data to appear