Reports and dashboards

Dashboards

• Dashboards - Overview
• Dashboards - Organisation
• Dashboard filters: All, My team, Current user, Other team
• Dashboards - Management
• Dashboards - Performance
• Dashboard - Capacity

See all 9 articles

Key reports

• Key reports - Interface overview
• Invoicing & profitability - Period profit
• Invoicing & profitability - Job/Phase profitability
• Invoicing & profitability - Client analysis
• Invoicing & profitability - Client targets vs invoicing
• Invoicing & profitability - Sales turnover

See all 19 articles

Saved reports

• How to schedule reports
• Saved, custom & scheduled reports

Data analytics

• Data analytics - the basics
• Data analytics - filtering, editing and adding data
• Data analytics- setting a cross tab
• Data analytics - adding a new field
• Adding data series together to give a calculated value
• Data Analytics- calculated columns

See all 8 articles