The Insights page provides top level data for your practice that can be filtered and broken down in two lower-lever drilldowns, enabling you to spot opportunities to optimise capacity, and make decisions backed by actionable insight.
Important: To maximise the effectiveness of Practice Insights’ filters you need to first configure your user, location and client settings correctly. See the Configuring your Settings to enable Filters section of this article for how to do this.
- The Five Top Level Widgets
- The Two Lower Level Drilldowns
- Filters
- Configuring your Settings to enable Filters
The Five Top Level Widgets
To view Practice Insights, go to Insights in the sidebar.
The Practice Insights page consists of 5 widgets illustrating top level data:
Items to Action: The number of items across all clients that need reviewing or are ready.
Items Submitted: The number of items that have been submitted across all clients over the last 30 days.
Inactive Clients: The number of inactive clients, over the last 30 days.
Supplier Rules by Client: The impact of supplier rules as they are today, across the last 30 days.
Supplier Rules Performance: The number of items auto-categorised and auto published across all of your clients for the current month.
The Two Lower Level Drilldowns
Each tile can be drilled down to two lower levels for deeper insights by clicking on the button at the bottom of each tile:
The top level overview has real time KPIs for Items to action & Inactive clients as well as 30 day charts of Items submitted, Supplier rules by client, and Supplier rules performance.
The 2nd level drilldown contains more in depth lower level reports, data visualisations and jobs to be done for each top level widget.
The 3rd level drilldown has the underlying client level data that can be filtered & exported as a CSV.
Filters
To filter the data on any level of Practice insights, go to the filter icon in the top right corner.
Each level of Practice Insights can be filtered by:
- Clients
- Account Managers
- Location
- Team
- Managed: Whether bookkeeping is managed by the practice of the client
- Including deactivated clients
Configuring your Settings to enable Filters
To maximise the utility of Practice Insights’ filters, your client and colleague settings must first be configured correctly via the Practice Insights filter settings page.
Client Settings
Enable filtering by who manages the bookkeeping – the Practice or the Client
Decide who takes care of Client’s documents, let your practice handle it or let the client do it themselves.
- On your client list page, go to the Managed column and select Practice or Client.
- If the bookkeeping is managed by the practice, in the Bookkeeping Frequency column select how frequently the work is done.
Assigning the Client’s Account Managers
This setting enables you to filter by which user a client is managed by.
- On the client list page, go to the Actions column and click Manage, then Practice access.
- Set the toggle to Yes next to the colleagues that manage the client.
Colleague Settings
Colleague’s Team Settings
If you have multiple teams within your organisation you can enable filtering your practice data by team by assigning your colleagues to a team.
To create a team:
- Go to the Team in the sidebar, then Teams. tab go to the Location column and select the desired location from the drop down options.
- Click the Create a team button.
- Enter the team name, then select the team members from your list of colleagues. When ready click Create.
Colleague’s Location Settings
If you have multiple offices you can enable filtering your practice data by office location by assigning your team members to a location.
To create a location:
- Go to the Team in the sidebar, then Locations.
- Click the Add location button.
- Enter the name of the location and click Add.
- Once the location is added you can assign colleagues to it. To do this go to Colleagues. Then on the list of colleagues, go to the Location column and select the colleague’s location.
