Getting insights

Use insights to make better decisions for you, your business and your clients

What is an insight?
An insight is the answer to a question that you want to ask about your business. You can ask questions about any of the following: Clients Jobs Step...
Sun, 7 Oct, 2018 at 6:10 PM
Add an insight
How to create insights To create an insight, you need to first choose what you want to ask your question about.  You will find your options when you...
Mon, 8 Oct, 2018 at 10:34 AM
Working with the Insights Builder
How to use the Insights Builder to get the answers to your questions Insights are based on filters that work together to get the answer to the question ...
Sun, 20 Oct, 2019 at 11:19 PM
Make bulk changes using insights
Insights can help you change the value of multiple fields across multiple rows. A common example where this is useful is marking a selection of jobs as ...
Sun, 20 Oct, 2019 at 11:08 PM
Carry out bulk actions using insights
Insights can help you take an action on multiple rows. Bulk action menus Bulk actions appear once you select one or more or all rows in an insight. ...
Tue, 28 Apr, 2020 at 10:29 AM
Sharing insights with your team
Share insights that you create with your team To share an insight with your team, you must save it first. A saved insight can be shared directl...
Sun, 7 Oct, 2018 at 6:56 PM
Example : Find clients you can sell more services to
How to find limited companies that are not getting a full range of services This YouTube video shows you how you can find limited companies that yo...
Fri, 23 Mar, 2018 at 3:53 PM
Example : Monitoring Personal Tax Returns
You need to monitor the status of your tax returns, and below are two example Insights you can create to help you on your way to answering that question. ...
Sun, 20 Oct, 2019 at 10:36 PM
Example : Monitor VAT Returns
I need to monitor the outstanding VAT jobs due this month for my member of staff. This is how to set up the Insight and then connect it to your dashboard fo...
Sun, 20 Oct, 2019 at 10:36 PM
Example : Send a bulk email
A very common example of bulk actions is sending an email to a selection of clients in one action rather than going in and emailing each client individually...
Tue, 28 Apr, 2020 at 10:08 AM