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 New Custom from the menu:

Next, select which type of data would you like to use:

Data can be extracted from Bookings, Budgets, Capacity & Availability, Companies, Deals, Entitlements, Expenses, Financials, Invoices, Payments, People, Projects, Tasks and Time Entries. Availability will depend on your permission level. 

To learn how to customise your report click here

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