Reporting (Basic): Getting quick reports

If you are wondering where to start with the Reporting tool, you are in the right place. In this article, we will explain how you can monitor your firm’s performance, get quick AI-generated reports or search the detailed ones that you already have – all from a single page.

Covered here:

• Generate quick reports
• Watch KPIs
• Explore saved reports and Dashboards

If you are wondering where to start with the Reporting tool, you are in the right place. In this article, we will explain how you can monitor your firm’s performance, get quick AI-generated reports or search the detailed ones that you already have – all from a single page.

Covered here:

• Generate quick reports
• Watch KPIs
• Explore saved reports and Dashboards