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Reporting & Analytics

Insights give you a holistic view of your business: data visualizations, automated reports scheduling / sharing, and CSV / PDF exports.

🍎 Overview
How Reporting & Analytics Work

Reporting
Basics: Reports
Basics: Using the Data Visualiser
Basics: Client & Project Time Report
Basics: FieldWorker Competency/Induction Matrix
Basics: Expiry Alerts Report
Basics: Dashboard & FieldWorker App Audit Trail
See all 9 articles

Insights
What Makes Insights Better Than Reports
Insights Licensing: Creator vs Viewer
Payroll Export Templates
Ready Payroll Exports in Insights
Creating your own measures in insights
Advanced Insights - Drill Downs and Alerts
See all 22 articles