Charts and Analytics
The Charts and analytics module turns system data into visual displays that support decisions. On one screen you can see collaborator workload, invoicing trends, the ratio of assigned to completed tasks, and the mix of cases by type. Unlike tabular reports, charts make trends and deviations quick to spot.
Note: Unlike the Reports module, which shows data in tables, this module shows trends, comparisons, and visual overviews. Accuracy depends on the completeness of the data entered.
[ Video guide — insert video or link ]
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In this article
- Open charts and analytics
- Invoices by status
- Invoices by month
- Finances: amounts
- Collaborator workload
- Assigned and completed tasks
- Time by case
- Time by client
- Cases by type
- How data is calculated
- FAQ
Open charts and analytics
- In the main menu, open Office settings.
- Click Charts.
- Select the desired analytics view.
[ Screenshot — Charts and analytics ]
The available charts
Invoices by status — distribution of invoices by collection status: paid, partially paid, in collection, and overdue.
Invoices by month — number of invoices issued per month; use it to analyse invoicing trends.
Finances: amounts — total invoiced amounts, collected amounts, and the collection rate.
Collaborator workload — distribution of work across collaborators: assigned cases, activities, and tasks.
Assigned and completed tasks — the ratio of assigned to completed tasks.
Time by case — total recorded working time per case; use it to spot the most demanding cases.
Time by client — total recorded working time per client.
Cases by type — distribution of cases by type or category.
[ Screenshots — one per chart above ]
How data is calculated
Frequently asked questions
Why can't I see data on a chart? Check that the data behind that chart has been entered. For example, Time by case shows nothing if no activities have been recorded for the case.
When are charts updated? Automatically, after data is entered or changed in the linked modules.
Is the data linked to Reports? Yes. Charts and Reports use the same recorded data, displayed in different ways.
