AdvicePro Insights includes a comprehensive reporting function allowing advisors, caseworkers and managers to generate reports from any data recorded on the system.
You can create customisable reports from the data collected by your agency to give you and funders a clear overview and insight into your data. The analytical tools make it easy to demonstrate and monitor the work that your agency undertakes. For example, getting an overview of how many cases are simultaneously managed, what type of advice is required by your clients – and how you are helping them.
The reporting function is easy to use and provides a flexible method of generating reports as PDF, Word or Excel.
Discover our customer stories showcasing how AdvicePro Insights has transformed reporting to funders so they can share their impact with ease.
Case studies
Curious how AdvicePro could give you more time to offer advice? Our team is keen to learn about your organisation and how we can help.
Book a demo