Reporting
Learn how to create reports in Canopy that help you understand employee productivity, profitability and more!
186 articles
Canopy Insights Training
Learn the ins-and-outs of the Insights reporting tool
Insights Report Recipes
Find individual recipes with use cases, tips & tricks, and definition
- Billing DashboardLearn how to configure dashboards for billing and revenue23 articles
- Super WIP DashboardLearn about the Super WIP report and how to leverage it.14 articles
- CapacityReview a number of reports that give you varied insights into Capacity27 articles
- Team Member Production Analysis DashboardReports on Productivity18 articles
- Service Item Analysis DashboardItem centric reporting7 articles
- Insights Task Dashboard RecipesLearn how to create task dashboard reports in Insights10 articles
- Insights Time Dashboard RecipesLearn how to build Time Dashboard recipes31 articles
- Subtask DashboardLearn to create Subtask Dashboards in Insights10 articles
- Billing Realization & Client Profitability DashboardLearn how to create Insights Dashboards5 articles
- Client DashboardLearn how to configure Client Dashboards in Insights12 articles
- Introduction to Time & Billing Dashboards and Reports
- Create a Billing Report (Legacy CRM)
- Aged Receivables (AR) Summary
- Aged Receivables (AR) Detail
- Profitability Report (Billing)
- Revenue by Client
- Revenue by Service Item
- Revenue by Team Member
- Utilization by Team Member (Billing)
- Hours Tracked by Client
- Hours Tracked by Service Item
- Hours Tracked by Team Member
- Create a Time Report
- Productivity by Team Member (Time)
- Utilization by Team Member (Time)
- WIP Report
- Create a Work in Progress (WIP) Report (Legacy CRM)