IINSIGHT has many very user-friendly reports to gather useful information required by clients.

We have three main types of reports, namely Case Reports, Employment Performance Reports, and Financial Reports.

Those reports are a great support for your organization and help you get the information needed to make strategic and financial decisions as well as improve the effectiveness of your operations.

Some of the most commonly used reports are as below:

The Case List report is a fantastic report allowing the user to generate a list of cases using various selection criteria, in addition to displaying the following:

You can choose Open Cases (and specific dates opened if required). Closed Cases (and specific dates closed if required). Cases that are still open now and there is also an additional filter to showcase with various drop-down selections including by condition date/referral date etc (shown below) and there are also many fields that can be enabled/disabled to run this report at the foot of the below screenshot:

After clicking on the Export button the exported case list reports will be saved under the Downloaded Reports section (as per the below screenshot marked with arrows):

When you go to Downloaded Reports you can open the Excel spreadsheet as required:

If you wish to have a clear view of your employees ‘work and performance’, there are some very user-friendly options available that detail Employee’s rates, time, and billings in iinsight shown in more detail below:

Timesheets

You may check multiple Employees Timesheets all at once using the Multiple Employee View by selecting ‘All’ in the Employee drop-down menu in Timesheets:

Also employee name field is available in the Timesheet table If you cannot see the Employee field you need to please enable the ‘Employee’ field in ‘fields edit’ as below:

You can also check Employees Timesheets for any specific timeframe in iinsight by ‘Exporting’ their Timesheets to Excel:

If any errors are found or changes are required in the Timesheets, the un-invoiced cost/s can be edited in the Details tab of the Timesheets menu (on the right-hand side) as below:

If you have ‘user rates’ set up for Employees in iinsight and do not wish for them to view their employee expenses in Timesheets there is a permission that can be checked in Admin/Manage Users/User Modify/ called ‘Hide Employee Expenses’ as below:

The Timesheet Report Prints a weekly Timesheet for one or more employees which displays the total hours worked each day and a final total for the week:

Please see a below example of when the Timesheet Report is built:

Times can also be broken down by Activity if required using the Timesheets Summarise Times by Activity Report as below:

The ‘Billings by Employee Report’ displays the totals for each employee as well as your profit/margin for any given time frame selected as per the below example:

The ‘Billings by Employee Grouped Report is similar to the ‘Billings by Employee Report’ but also gives some useful extra ‘subtotalling filters’ that can be applied.

If Managers/Administrators run the ‘Billings by Employee Grouped Report’ the following subtotalling filter examples can be applied:

Please see the below example when the ‘Billings by Employee Grouped Report’ is built subtotalled by Activity:

Please see the below example when the ‘Billings by Employee Grouped Report’ is built subtotalled by ‘Case’:

The Billings by Case Report displays the time and value billed and grouped by case against various selection criteria:

The Sales and Cost of Sales Combined report provides users with a summary of all the income generated by a business division against all costs associated to it. This report details the total amount of sales, employee costs, reimbursements and Internal costs against the chosen selection criteria:

Please see the below example of when the Sales and Cost of Sales Combined report is built:

The Case Outcome Report is an excellent report for measuring outcome rates to seek performance improvement against the required selection criteria:

Please see the below example when this report is built grouped by Service Contract:

There are also several other grouping options for the Case Outcome report as below:

The Referrer Monthly Report can display your monthly Referrals against certain selection criteria including date ranges by Date of Referral/Date of Injury/Closure date/Outcome Date as below:

Please see the below screenshot example once the Referrer Monthly Report is built:

The Referrer Source Report is useful for collating information about your Referral Sources against certain selection criteria:

Please see a below example of when the Referrer Source Report is built:

The Customer Accounts Detail reports and Customer Account Summary reports are useful for tracking the following:

Customer Accounts Detail Reports list the transactions for one or more customers and can be filtered to a particular transaction type and date range as below:

Please see the below screenshot example when a Customer Accounts Detail Report has been built:

There is also the Customer Accounts Summary Report which shows all the Totals of Invoices/Adjustments/Refunds summarised per Company.

The selection criteria are the same as described in the Customer Accounts Detail report earlier as below:

Once the Customer Accounts Summary Report is built you will see a summary of all the totals as per the below example:

The Invoice Report generates invoices based on the selection criteria. Any previously invoiced cost can be generated here when the Business Division, Service Contract, and date range (for multiple invoice generation) or specific invoice number (for a single specific invoice) has been determined:

Please see the below screenshot for an example of typical selection criteria (you may choose the payment status as ‘unpaid’, ‘paid’, or ‘all’ from the Payment Status drop-down menu):

After clicking on the "Build" button the Invoice Report is built and saved as a PDF file in the Download Report section:

Also when clicking on the "Bild Individually" button the invoice report is built and saved as a zip file in the Download Report section:

The settings for the Printing choices are found in Options/Printing Options/Export individual PDF files from Invoices report named by:

This gives clients more choices for their preferred printing and collation methods.

The Outstanding Accounts Aging Detail/Summary Reports help check Outstanding Invoices. Users can search for selected invoice ranges such as:

You may select the required age range of the invoices easily by checking the desired option as per the below screenshot example:

Once the Outstanding Accounts Aging Detail report is built it will look similar to the below example:

You may also wish to use the Outstanding Accounts Summary Report which will display only invoices in the age ranges selected as per the below example of all ages selection, each range will be displayed in its column:

The Bill To Company and Bill To Contact Phone numbers will be displayed beside the list of overdue invoices (as above).

For another method of checking Unpaid Invoices you can use the Finance Menu/Invoices Tab using your preferred selection criteria (making sure you select 'Unpaid' as the payment status) as marked with arrows in the below screenshot example:

The Finance menu can also be ‘Exported to Excel’ as shown below:

When you go to Downloaded Reports you can open the Excel spreadsheet as required:

In the Finance menu/Invoices Tab and Finance Menu/Costs Tab you may also wish to break down the information further and utilise the search function as below:

You are also able to search for certain criteria such as Case Number and only export that specific information to Excel:

In the Finance Menu/Costs tab you may wish to search for Costs using certain charge codes for example and only Export that specific information to Excel also:

Tax reports are useful for showing the GST summaries paid for the selected date range for accrual or cash:

Please see the below example when the Tax Report is built by Cash selection:

Please see the below example when the Tax Report is built by Accrual selection:

The Bank Deposit Summary Report shows a summary of the Bank Deposits for the given selection criteria. You may specify the below criteria for payments:

Please see the below example when the Bank Deposit Summary Report has been built: