Analytics

Users with the Analytics permission can click the Analytics option on the navigation bar which gives them access to reports, Insights, and the company Audit Trail.

  • Reports:

    • View a list of reports

    • Run a report

    • Save the report to a CSV, Excel, Word, or PDF

    • Print the report

  • Audit Trail: View the company Audit Trail

  • Insights: View the Billing Dashboard and run report in Insights

Note: This permission does not give the user the ability to create reports within Insights. To allow the creation of Insights reports, enable the Insights content creator permission.

For more information about: