BrightManager is pleased to announce the following updates made on our platform.

Release Summary

As early as 2023, numerous users have expressed the need for a robust reporting feature within the system. With many of our competitors offering built-in reporting tools as part of their core features, it has become a key differentiator in the market. To maintain our competitive edge, we’re excited to announce the development of an integrated reporting suite designed to provide both visual and quantitative insights into user data within their accounts.

In addition to enhancing our market position, the new reporting functionality is expected to drive greater engagement with key features of the system, such as time logging, and encourage users to maintain accurate, up to-date data. The release of the reporting suite will be staged, with the first phase being a
closed beta. To show our appreciation for their ongoing input during development, we’ve identified
15 practices that have provided valuable feedback so far. These practices will have exclusive access to the beta version.

The beta will include a new module and two reports, which will be only be accessible to Full Permission users within the selected15 practices.

What is included in the Closed Beta Release?

• Insights Module: The Insights module can be found under the Tools module between Profitability and Import Client options.
• The Insights Module will contain 2 reports Aged WIP by Client and Profitability by Client

Aged WIP by Client

• User can view the WIP in their practice categorised by clients and the age of the WIP entries
• They can also drill down to see how much of the WIP is attributed to each practice staff member.
• Users can easily navigate to a pre-filtered view for detailed record management and billing processing.

Profitability by Client

• User can track profitability at both the client and practice level
• They can view labour costs vs revenue to assess the financial health.
• Users can also drill down to see (and edit) individual time logs and invoices that make up the report figures.

Report Page Features

Drill Down Function: This interactive feature allows users to explore individual records that contribute to the overall report figures. By delving deeper into the data, you can gain a better understanding of how each record affects your practice reports and view the data from multiple perspectives.

Wide Filtering Selection: Customisation: Filtering options allow users to tailor the report based on their specific needs or preferences, enabling them to focus on the most relevant data.

Report Highlight Section: Efficient Review Process: Stakeholders or decision-makers can review high-level totals before diving deeper into the individual components, speeding up the overall review process.

Save Report Function: Consistency: Save your recurring reports using reporting views and access consistent data formatting and configurations, improving the reports' reliability and standardisation. Increases time efficiency
by allowing quick access to saved reports without having to redo filter settings.

Exportable reports: Export and save your reports for easy offline access, facilitating information sharing within your practice. This promotes increased collaboration and enhances transparency with clients regarding data. Build a data archive for future reference and support your practice's auditing processes.