Reporting Overview

Elite Only.png

Getting Started with the Master Report Templates

FYI's Reporting feature leverages the advanced capabilities of Excel to provide real-time insights directly from your FYI platform into predefined report templates for detailed data analysis.

FYI Admins or users with Templates permissions can set up master reports to use in your practice.

A set of Master Report Templates is included with the Elite Plan, to get you started with your practice management reporting. 

  • Job Profitability Report
  • Invoices
  • Write Up Write Down
  • Aged Receivables
  • WIP Control
  • Time
  • Staff Productivity
  • Revenue per FTE
  • WIP LockUp
  • Average Hourly Rate
  • Aged WIP
  • Capacity Planning

To add the Master Report Templates to your FYI platform, refer to Managing FYI Master Report Templates.

Was this article helpful?
0 out of 0 found this helpful