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, 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.