Our new reports that allow you to automatically send customised dashboard reports to your team members.

This powerful addition helps streamline information sharing and keeps everyone informed of crucial metrics.
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Our new reporting system transforms how you monitor and share key performance indicators across your accounting firm. Instead of team members manually accessing different dashboards or waiting for updates, relevant information is now automatically delivered to their inbox based on their roles and preferences.
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The system aggregates data from multiple sources within your dashboard, creating comprehensive yet easy-to-digest reports. Whether you need to track job progress, monitor team performance, or analyse profitability, these automated reports ensure that the right information reaches the right people at the right time.

Here's how you can activate the reports feature for your firm.