FYI Elite gives you instant access to the insights and performance of your practice using Custom Views. What's more, Elite comes with Master Reports to allow you to get customised and detailed insight into your data using Excel Reports. You can even use automations to automatically generate these reports every month, so you always have the information you need when you need it.
This 45-minute webinar covers how to run Reports and create Custom Views to gain insight into your practice data with Elite.
Topics include:
- Create Excel Reports using FYI Master Report Templates.
- Create Views for instant context to your data without leaving FYI.
- Set and forget monthly Practice Reports with Automations.
Click below to play a full recording of the webinar:
Your Action Plan to leverage your Practice data
- Step 1 - Review your Master Report Templates and create Excel Reports using FYI Master Reports to get familiar with the data available. For more regarding each report and the data, refer to Reporting Overview.
- Step 2 - Identify and create Views for your Time, Invoice and Job Lists for instant access to your data without leaving FYI. Don't forget to consider Grouping Practice Invoice and Time Lists for added context.
- Step 3 - Automate your Practice Reporting with our Monthly Practice Report Automation, allowing you to set and forget your report generation.
Tip: you can also automate reminders for Draft Time Entries and Invoices.
Useful Links & Resources
For more ways to automate your practice management, explore our Automation Library, where we have common processes pre-built to get you started. We also have our dedicated consulting service if you need support to automate your processes.
Looking to implement Best Practice for the Elite Plan? Our team is here to help with our dedicated Elite Best Practice Service.
Don't forget, you can learn about all the new Elite features with our dedicated Learning Path: Practice Management with FYI.