Looking for project, people or portfolio insights instead?
Business insights are used to create reports on a single client. Look through the list below, and find the components as you see fit. You can create as many reports as you'd like.
List of financial data for the selected client. Choose between milestones or roles in the dropdown.
Notes field to use for commenting and providing information.
Configurable list of project data for individual clients, e.g. project name, progress, time reported, and end date.
List of registered time for individual clients, e.g. project, time reported, and spend.