Insights

Intuit Practice Management Insights helps you keep a finger on the pulse of everything going on throughout your company.

6 articles in this collection
Written by Ian Vacin, Andi Ancheta, and Erin Jamison

Overview

Overview of Insights

Insights helps you keep a finger on the pulse of everything going on throughout your company.

Written by Ian Vacin
Updated over a week ago

FAQs

How are the figures in Insights calculated?

FAQ around how Insights calculates some of its metrics.

Written by Erin Jamison
Updated over a week ago

Who has access to Insights?

Admin or Standard permissions will grant access to Insights.

Written by Andi Ancheta
Updated over a week ago

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

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

Written by Andi Ancheta
Updated over a week ago

Will work for private contacts appear in Insights?

Data associated with private and hidden contacts are included in Insights, however, the information that appears is restricted

Written by Ian Vacin
Updated over a week ago

How far back in time does Insights report on?

Insights reports on data in a given month. You have the option to report on the current month, or five previous months.

Written by Ian Vacin
Updated over a week ago