Will work for private contacts appear in Insights?
Data associated with private and hidden contacts are included in Insights, however, the informati...
How far back in time does Insights report on?
Insights reports on data in a given month. You have the option to report on the current month, or...
Reporting on email with Insights
Reporting on email with Insights Currently provide you with statistics about your team and client...
How up-to-date is the data in Insights?
Insights reflects data within 15 minutes of it being updated in your Karbon account. You can repo...
Who has access to Insights?
Everyone in your team who has a Karbon account will have access to Insights.
Drilling down into work items from Insights
When reporting on work in Insight, some charts allow you to click to reveal more detail and drill...
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 p...
Karbon Insights guide
Karbon Insights helps you keep a finger on the pulse of everything going on throughout your accou...