- User Guide
- Insights
Insights
Reports, exports, and notifications for monitoring and analysing your data.
Participant reports18 guidesReferral reportsTrack how many referrals you receive and how many go on to be accepted or completed, month by month.User & team reports14 guidesFinance reports6 guidesTask reports2 guidesScheduling reports17 guidesExports overview2 guidesParticipant exports9 guidesUser exports6 guidesFinance exports3 guidesScheduling exports10 guidesOther exports10 guidesNotifications overview2 guidesParticipant notifications9 guidesUser notifications3 guidesScheduling notifications6 guidesFinance notificationsGet alerted before a recurring direct charge reaches its end date, so billing doesn't stop unnoticed.Quality notifications3 guides