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Business Insights—Overview

Use Business Insights to analyse key financial information using a range of interactive tables and graphs.

You can use it to analyse your accounts, profit and loss, and the money that customers owe you.

The Business Insights window presents different types of financial information in several tabs.

From each tab, you can perform functions related to that tab. For example, from the Account Details tab, you can open the Accounts List window to view your accounts in more detail. You can customise the contents of each Business Insights tab by clicking Customise.

You can control who has access to Business Insights by managing user roles. See Default user roles.

You can also perform these functions:

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filter information in tables

Click a column heading to sort the table information.

update with recent information

Click Refresh. All information entered since you opened Business Insights or last refreshed the window will be displayed.

see totals in graphs

Hover over the graph bar or column to see its total.

save graphs as images

Right-click a graph and click Save As. Choose where you want to save the image and click Save.You can then print the image or insert it into a document, such as an Excel spreadsheet, later.

paste graphs into another document

Right-click a graph and choose Copy to Clipboard. You can then paste the copied image immediately into another document.

paste table data into another document

Right-click a table and choose Copy to Clipboard. You can then paste the data into another document, such as an Excel spreadsheet, where you can edit it. Note that column totals are not included in the pasted data.

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