Your staffers have entered time, submitted expenses, and invoiced clients. Now, use BigTime’s Report Center to configure this data into reports and get meaningful insights about staff and firm performance. You can navigate to the Report Center by clicking ANALYTICS…REPORT CENTER from your main navigation menu.
Click "Get Started" below to launch a quick, interactive demo of the new Report Center view and its enhanced features. You can restart the demo at any time.
Below, we’ll explain how this updated version works and how you can use it.
Search For Reports
The updated version of the Report Center includes a search function to help you find the right type of report more easily. You’ll see a search bar at the top of your screen. When you type terms or phrases into this search bar, BigTime will scan through all report templates to find ones most relevant to your search query.
You’ll see both the name of each report and the name of the report folder it’s located in. Selecting one of these search results will take you to the report customization page, which will automatically display fields included in that report template.
Create a Custom Report
To the right of the search bar, you’ll find a button labeled CREATE REPORT.
Clicking this button will open a pop-up module where you can begin to create a custom report.
You’ll first be prompted to choose a report type. Clicking the PLUS SIGN (+) to the right of any of these folders will expand them to show all reports in that folder. Each of these report types will allow you to choose certain types of fields. To learn more about each type of report you see here, read the Report Type glossary in BigTime’s Knowledge Base.
Select a report type and click NEXT. You’ll be taken to the Report Wizard, where you can make further customizations.
Popular Report Types
Lower down on the main Report Center landing page, you’ll see a section labeled POPULAR REPORT TYPES.
The six tiles displayed here are the report types most commonly used by other firms in BigTime. You can click the VIEW REPORT button on any of these tiles to create a report using one of these pre-built templates.
All Report Folders
Below the POPULAR REPORT TYPES section, you’ll see a section called ALL REPORTS. This section displays a list of report folders, each with a different category name.
You can expand these folders to see the reports in each category by clicking on the PLUS SIGN (+) icons. Again, if you want to learn more about what each of these reports can show you, take a look at the Report Type glossary.
Explore Report Center Resources
Finally, at the bottom of the updated Report Center landing page, you’ll see a blue tile with a button labeled EXPLORE MORE REPORT CENTER RESOURCES. Clicking this button will navigate you to the Reporting section of BigTime’s Knowledge Base, where you can read articles explaining the capabilities and functions of the Report Center.