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Statistics and an organisational hierarchy is available in the following records:

  • Parent

  • Client

  • Client Contact

  • Cost Centre

To view the statistics and organisation hierarchy of a record:

1

Select the Statistic Icon at the top of the record's page.
A pop up containing the data and graphs is displayed.
Revenue is a total of billing by job type for the entity, for 12 months prior to the current date (moving annual turnover).

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2

Select the Organisation Hierarchy at the top of the record's page.
A pop up showing the related Parent, Client and Cost Centre records is displayed.

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3

To remove the pop up select the x icon.

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