Reporting on work with Insights

Work Insights allows you to see a top-level view of all of the work in your practice in a month period. Various charts and leaderboards provide you with critical information, including the ability to drill down into individual work items.

Charts, metrics and leaderboards include:

  • Number of work items started
  • Number of work items completed
  • Number of work items overdue
  • When work items have been completed, compared to work due
  • Number of work items completed on time
  • Average days to complete work
  • Average number of days spent in each status
  • Colleague leaderboard: open work
  • Colleague leaderboard: completed work
  • Colleague leaderboard: overdue work
  • Client leaderboard: open work
  • Client leaderboard: completed work
  • Client leaderboard: overdue work

Drilling down into work items

Some charts allow you to click to reveal more detail and drill down into specific work items.

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Once you have revealed the work item details, you can click "..." to navigate to the specific piece of work. 

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If you are unable to drill down into a particular chart, a message will display when you click. 

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