Reporting Showcase: Insights Builder, Report Templates, Scheduled Reporting and More!

Learn some of the best tips and tricks that we have and some recommendations from our team to yours for getting the most out of your reporting.

• Insight Builder: How to use this powerful tool to create custom visual reports that provide deeper insights from your consultation data.
• Report Templates: A step-by-step guide to creating reusable report templates, saving you time when generating regular reports.
• Scheduled Reports: How to set up automated reports to be sent to you or your team at the right time, every time.
• How these features enhance other reporting tools: Learn how the new features work together to improve your overall reporting experience in Consultation Manager.
• FAQs: We address your most common questions around reporting, based on insights from our support team.