Practice Manager - Export Client Insights to Excel
Client Insights - Exporting to excel for further analysis (e.g. by manager)
13
votes
Dani Bennett
shared this idea
Thanks for sharing this idea, I can understand how this might be useful.
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Dani Bennett
commented
Insights can't currently filter by client manager and doesn't have a field for comments for example and so we would like to export data to then be able to filter it ourselves by manager and allow managers to comment on action taken to remediate flags raised by Insights.