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Kato for Agents (Core Workflows)
Reporting, Insights & Notifications
Reporting, Insights & Notifications
Workflows for creating reports
By Chris and 1 other
2 authors
5 articles
Notifications in Kato: what you'll receive and how
Kato keeps you informed about the things that matter - a disposal circulated to your Society, an @mention in an Interest Schedule, a website enquiry, an export that's ready to…
Reporting
General reporting workflows
Reporting options and how you can use them
Agency Insights (Bolt-on)
Internal agency reporting
Creating a new report
How to compare performance between periods
Agency Insights best practice