Reporting
Learn how to create reports in Canopy that help you understand employee productivity, profitability and more!
185 articles
Canopy Insights Training
Learn the ins-and-outs of the Insights reporting tool
Navigating the Insights Interface
Understanding Search & Answers
Using Insights Filters
Creating Liveboards
Sharing Answers & Liveboards
Changing Visualizations
Working With KPIs in Insights
Insights Templates
Learn about Insights templates
Insights Liveboard Templates
Billing Realization / Client Profitability Liveboard
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 reporting8 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
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