The Insights module (formerly, the Reporting module) is represented by the graph icon and includes all the reports within the system, along with advanced dashboards and graphs to measure and track key performance metrics.

Insights Assigning Permissions to the Insights Module Reports and Dashboards

To assign users permissions to access the Insights module reports and dashboards:

  1. Navigate to the Insights module and select Settings
  2. Click the checkbox icons to select the users to give permission to and then Add Access on the right-hand side

    • Add a permission group in the Choose a group search bar. Any employee included in the group and given permission to access the report can utilize the report accordingly.
  3. Click Add Access

Insights KPI Settings Explained

The Staff Capacity dashboard allows organizations to maintain staff retention rates by allowing employees with certain permissions to input the amount of hours they want to work each month. Admins can then view if employees are reaching their targets in the Staff Capacity dashboard.

Employees must have these Human Resources permissions:

  • Settings > Manage Employees
    • The x grey box should turn to a green checkmark

After setting up permissions:

  1. Navigate to the Human Resources module and click Employees
  2. Click on the employee and then KPI settings
  3. You will see two options
    • Target Billable Hours: organizations can Enter adjustment and input the amount of hours they want the employee to work each month
    • Employee Requested Hours: employees can Enter adjustment and input the amount of hours they want to work each month
  4. Click Save

Click here to learn how to view the Staff Capacity dashboard.

Click here to learn how to store other employee information.

Insights Downloading a Dashboard

Administrators can download and save a copy of each dashboard as either an Excel or CSV file.

To save a copy:

  1. Navigate to the  Insights module and click Insights Home
  2. Select any dashboard
  3. Click the download icon on the right-hand side
  4. Choose either Export Excel or Export CSV and the file will be downloaded to your computer