ERPCA 21 · Reports & Insights

How to use Reports & Insights in the new ERPCA: find any report (even by its earlier name), pin the ones you use, read a report with its filters, views, tiles and pop-ups, and see the whole firm in the Business report. Recorded on demo data; nothing was exported. Chapters 0:00 Introduction 0:10 The Reports page 0:43 How a report works 1:24 Daybook 1:54 Business report 2:32 Classic dashboard and Actionable insights 2:44 What's next Next in the series: Your account and connections: profile, integrations, WhatsApp Narrated by an AI voice made from the presenter's own voice. ERPCA, ERPCA tutorial, ERPCA reports, outstanding report, business report, CA firm MIS, CA practice management, CA firm software