Business Insights
Business Insights enables you 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. You
can open Business Insights from any command centre.
The Business Insights window presents different types of financial
information in a series of tabs. From these tabs, you can open other
windows, such as the Accounts List, Prepare Budgets, Cards List or
Sales Register windows.
You can sort the information in tables by clicking in the relevant table
column heading. For example, you can sort the list of your accounts by
account name or type.
You can also save a graph or table as an image so you can use it in
another document. To do this, right‐click it and choose:
- Copy to Clipboard. This copies the graph or table to the clipboard, ready to paste into a document.
- [Graphs only] Save As. Choose where you want to save the image and click Save. This saves the graph as an image file, so you can use it later.
If you want to customise the look of Business Insights, click Customise. The Customise window appears, enabling you to show or hide information in Business Insights.
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