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  2. Insights

Insights

Reports, exports, and notifications for monitoring and analysing your data.

Participant reports20 guidesReferral reportsTrack how many referrals you receive and how many go on to be accepted or completed, month by month.User & team reports15 guidesFinance reports6 guidesTask reports2 guidesScheduling reports20 guidesExports overview2 guidesParticipant exports10 guidesUser exports7 guidesFinance exports3 guidesScheduling exports12 guidesOther exports11 guidesNotifications overview2 guidesParticipant notifications10 guidesUser notifications3 guidesScheduling notifications6 guidesFinance notificationsGet alerted before a recurring direct charge reaches its end date, so billing doesn't stop unnoticed.Quality notifications4 guides