Intuit Practice Management

You can report on data in a given month period by selecting Date Range and choosing your desired month.

Further reading: <a href="https://ipmhelp.karbonhq.com/en/articles/3927739-overview-of-insights" rel="nofollow noopener noreferrer" target="_blank">Overview of Insights</a>

Insights reflects data within 15 minutes of it being updated in your account.

How up-to-date is the data in Insights?

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