Business Intelligence reports to share with clients, help with billing, and to gain insight of the volume and type of work under management.
13 client consolidated interactive reports. If there’s another report that can save you time you can ask us to build it for you - chances are it’s already being developed.
Here’s an example of reports that prevent you digging through every single client file. Exportable and shareable.
Our data quality report is a great time saver to uncover the size and complexity, as well as what needs immediate clean up. Share it with your client for instant rockstar value, and to justify your billing.
Here is an example of reports you can share or turn on for your clients in their portal:
Sign up now and discover if the size of the files you are managing should be worth more to your bottom line.