Reporting & Insights
Guides for viewing reports, tracking progress, and understanding performance across customers and teams.
Articles
- Common Reporting Views for Customer Onboarding Teams
- Core Insights: Portal Engagement
- Core Insights: Overview
- Create and Use Views in OnRamp
- Export Data from OnRamp
- Explore Insights in OnRamp
- AI Insights Summary
- Core Insights: Playbook Duration Performance
- Core Insights: Project Velocity
- Using AI Summaries to Improve Customer Onboarding
- User Insights
- Using AI Summaries to Analyze Task Comments
- Portal Insights
- Core Insights: Customer Task Feedback
- Exporting Data and AI Summaries from Views
- Project Insights
- Core Insights: Task Performance
- Core Insights: Project Health Overview
- Project Pipeline
- Using AI Summaries in Views
- Project Schedule Timeline
- OnRamp AI: Ask About This View
- Task Insights
- Insights Options
- Core Insights: User Engagement
- Using View Templates
- Core Insights: Project Owner Workload
- Playbook Insights