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With insights, you can create a custom report with just a couple of clicks. To start, you can use our predefined reports from the Insights Library, or you can build your own.
Build a Report in Insights
To build a report with just a few clicks, select From scratch from the menu:
Next, select which type of data would you like to use:
Data can be extracted from:
Bookings
Budgets
Capacity & Availability
Companies
Cost rates
Deals
Entitlements
Expenses
Financial items
Invoices
Payments
People
Projects
Rates
Services
Tasks
Time Entries.
The availability of certain data sources will, however, depend on your permission level.
To learn how to customize your report click here.
To learn more about how to create some of the most popular insights in Productive, check out the following article:
Insights Webinar
Check out the following webinar on Insights for real-time examples and use cases: