Reference · 3 articles

Reporting

Dashboard reports for monitoring activity and CSV exports for detailed analysis. Use the dashboard for quick check-ins and exports when you need row-level detail.

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The most common starting points for this area.
The basics

Reports overview

Where to find reports, who can access them, and the two types on offer.

Read the overview
Live data

Dashboard reports

Team, workload, customers, budgets, fees, and stale claims.

See dashboards
CSV exports

Run an export

Nine CSV exports for data analysis in Excel or Google Sheets.

Export data

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Organised the way your team thinks about this work.
Basics
1 article
Live dashboards
1 article
Exports
1 article

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Team report Budgets report Stale claims report All available exports