This article applies to: All Firm Users
The Insights section of AuditDashboard allows users to see visualizations of engagement, user, and scheduling data across the platform.
Each report comprises one or more charts that give insight into the status of projects, client activity, and more. The reports can be navigated by clicking on the report title in the submenu along the left:
To learn more about these visualizations, click on the respective titles:
Schedule
View and plan engagement timelines, including start and end dates, with a clear overview of client progress.
Get a snapshot of all engagements, track their status, and easily identify which ones are nearing completion.
Monitor active engagements and review completed ones with charts that display request activity and weekly user interactions.
Gain insight into how both firm professionals and clients are interacting with the platform. From license usage to client adoption, these insights help you maximize platform utilization.
Access a complete log of all engagement activities, including comments, uploads, and status changes. This log is filterable and exportable, providing an essential record of your engagement history.