Reports

The internal dashboard, the report builder, scheduled reports, monthly customer reports and the customer health score.

1. 1 Reports overview What the Reports area covers, who can see which figures, and how to read the internal dashboard.
2. 2 The report builder Start from a template or from scratch, pick the data and period, filter, group, chart and export.
3. 3 Saved and scheduled reports Save a report, share it with the team, email it on a schedule and check what was sent.
4. 4 Monthly customer reports How monthly customer reports are made, reviewed, emailed and published to the portal.
5. 5 Customer report settings and templates Set the schedule and delivery, choose recipients per customer, and design the report template.
6. 6 Customer health score One number out of 100 per customer, what goes into it, where it shows and how to tune it.
7. 7 Rates, costs and targets Set hourly rates, staff cost rates, fixed costs and utilisation targets so profitability and utilisation are right.