Thank you so much to everyone who attended Episode 62 of our Saved You a Seat webinar series: Unlocking Business Insights with Reporting and Analytics. We hope that you learned something new and are excited to take advantage of the robust reporting tools available within your SoftPro software.
In this episode, we were joined by Lisa Manginelli, SoftPro senior reports business analyst, and Akanksha Kalkar, SoftPro senior reports developer, who demonstrated how you can leverage reporting in SoftPro to track business performance, streamline workflows, and get actionable data insights. They covered:
- An introduction to reports
- How the following reports can help you gain useful business insights and monitor workflow:
- Marketing Reports
- Daily Order Summary
- Fees by Bill Code
- Disbursements by Payee
- Tasking Reports
- Orders by Employee
- Orders by Contacts (Enhanced)
- Custom Reports
- Power BI Dashboard in SoftPro Select
Not able to join us for the live webinar? We've made a recording of Episode 62 available for you to watch below.
Stay tuned for more details on Saved You a Seat Episode 63, coming soon!
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