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InSight Reports and Dashboards Clients
Family (InSight)
Reports listed in the category are those related to Client Family records. Pro/Elite User Notes: Merge and envelope repo ...
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Understanding the Data Clients
Assessment
Allows users to record an unlimited number of needs, barriers, and assessments for a client. Navigation: Main Menu → Cli ...
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Understanding the Data Courses and Sections
Expenses
The Finances/Expenses tab provides a list of all transactions tagged as expenses or payroll for a specific course sectio ...
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Staff - Notes
The Staff Notes allows users to record and track an unlimited number of notes for individual staff members. This feature ...
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Understanding the Data Select Lists
Department
Departments are used in Course Sections to identify the responsible department or business unit. This classification hel ...
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Understanding the Data Select Lists
Interventions
Interventions are recorded in Client Case Notes to document actions taken to support or assist clients. These records he ...
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Web Registration Module Other Features
Certificate Download
The Certificate Download feature allows a client to download a certificate from their MyAccount > Registrations sectio ...
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InSight Reports and Dashboards How to Use InSight
Search for a Report
There are several methods available to search for an InSight report. Before users can access InSight reports and dashboa ...
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InSight Reports and Dashboards Attendance
Rosters (InSight)
Reports listed in the category are typically those used to provide recordable enrollment lists and gather attendance. Pr ...
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Understanding the Data Clients
Program Enrollment
This article explains how to record and track client enrollment into programs of study using Program Groups. It is desig ...