Analytics
In-depth data and reporting of all your connected files
AnalyticsReporting on financial, data quality, transaction activity and other metrics across all your clients.
Sales Summary Metrics Report
Client Summary Metrics Report
Purchases Summary Metrics Report
Banking Summary Metrics Report
Data Quality Report
Understanding Date Filters 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.
When can you expect Reports (Analytics) to reflect the latest data?Ever wondered when you'll see the latest updates in your XBert reports? Let's break it down.
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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