Insights is a premium feature and only available to the Studio and higher plans. Also, only team members and administrators are able to see the insights page. With Insights, you can get information ...
Insights
What is Insights and what will the Insights page show me?
With Insights, you can get information and reports for all of the work within any of your projects. It’s like getting a big picture view of everything that is happening in your Brightpod accou...
How do I get a report of all project activity for a single client?
No matter how many projects you have ongoing or have completed for a client, you can generate a report of all of this activity using Insights. 1. Go to the Insights page (available to team member an...
How do I create and export project reports?
Insights, Brightpod’s reporting tool, allows you to view and export all of your project information (pod name, milestones, tasks, and time by team member.) Use the filters available to narrow do...
How do I export all the tasks to a spreadsheet?
To get a big picture view and export all of your pod and team member’s tasks, you use Insights. 1. Go to Insights. 2. On the right side under Get Insights On, click Pods. 3. Select the pod y...
Can I generate a report for just four of my projects?
No, It is not possible to generate a report for a select few projects. When using Insights, you can generate reports for all projects or a single project, then use filters to filter by team member, cl...