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Learn how to access the Performance Overview dashboard, filter and compare your data, and download reports to track your practice's financial and operational health.

Performance Overview

Analyse practitioner performance based on 16 unique metrics and gain greater insight into your business growth.

Practitioner Performance Report

Learn to use the Aged Debtors Report to track unpaid invoices, accounts receivable, and outstanding client balances.

Aged Debtors report

Learn how to use the Forms report to track which client forms are still in progress and which have been completed, and how the date range filters your results.

Forms report

Reports

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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