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Reports & Analytics

This section explains the dashboards in Atlas and how they help you keep track of your practice.

Two Dashboards​

Atlas has two dashboards, each covering a different level of your practice:

DashboardShowsWho can see it
Branch dashboardClients, team, estimated bill, clients needing attention, and activity for the branch you are working inTeam members on that branch
Parent DashboardA consolidated overview across all branches, including branch health, billing, and activityTeam members with a parent role

Select Dashboard in the left menu to open the dashboard.

What You Can Track​

  • How many clients and team members each branch has
  • Your estimated Charge Us bill, for one branch or your whole practice
  • Clients who need attention, through Advisory
  • Recent activity, such as clients added, team changes, and billing actions

For a full record of every action in a branch, go to Administration > Audit Trail.

Available Guides​

  • Branch Dashboard — Clients, team, estimated bill, and activity for a single branch
  • Parent Dashboard — A consolidated overview across all your branches