Learn how you can leverage the latest enhancements, practical tips and expert guidance to get the most out of Reporting in FYI. You'll have clearer insights, stronger visibility across operations, and greater confidence in your reporting outcomes.
This 45-minute webinar covers how to use data and views to quickly access meaningful insights, best practice for seamlessly running reports, turning custom changes into new report templates and letting automations do the heavy lifting for you.
Click below to play a full recording of the webinar:
Your Action Plan
Recommended next steps to get the most out of this session and the features showcased:
Step 1 - Create Time Custom Fields to further segment your time data, and apply updates to older time entries using our pre-built automation.
Step 2 - Review and create new Views for quick access to meaningful practice insights.
Step 3 - Update your existing Report Templates by unticking Include all columns (ensure your default views contain the relevant data) and set the Opening Balance for all Time reports.
Step 4 - Automate the creation of your regular Reports using our automation recipe.
Useful Links & Resources
For more on making the most of Reporting, refer to the following resources:
- WIP Control Report v3.4
- Job Cost Profitability Report
- Converting Excel Reports to Templates (Beta)
- How do I reconcile a WIP Control Report with data in FYI?
- Work with our team to ensure best practice
- Tailor your Reports with our team
Don't forget, our team is here to help with our dedicated complimentary Automation Lounge to help you automate your practice, in addition to personalised Consulting Services to ensure you're set up for success.