What are Organization Analytics in Estateably?
What are Organization Analytics in Estateably?
Organization Analytics provide insights into how your organization is using Estateably. These analytics help administrators understand activity across files, tasks, and users within the platform.
Analytics can help organizations monitor progress, track workloads, and identify areas where processes may be improved.
Who can access Organization Analytics?
Who can access Organization Analytics?
Access to Organization Analytics is typically limited to users with administrative permissions, such as:
Organization Administrators
Team Directors
Other roles with analytics or management permissions
Access may vary depending on your organization’s roles and permissions settings.
Where can I find Organization Analytics?
Where can I find Organization Analytics?
To access Organization Analytics:
Log in to Estateably.
Navigate to the Analytics or reporting section available within your organization's dashboard or tools area.
Select Organization Analytics to view available data and reports.
The available analytics will depend on your organization's configuration and permissions.
What types of information can Organization Analytics provide?
What types of information can Organization Analytics provide?
Organization Analytics may include insights such as:
File activity across the organization
Task progress and completion rates
User activity within files
Workflow progress across estate or trust files
Overall case progress indicators
These metrics help organizations understand how work is progressing across teams and files.
How can Organization Analytics help my organization?
How can Organization Analytics help my organization?
Organization Analytics can help firms:
Monitor case progress across multiple files
Identify overdue tasks or workflow delays
Track team productivity
Understand workload distribution across users
Improve operational efficiency
These insights can help organizations better manage their estate and trust administration processes.
Can Organization Analytics be filtered by team or user?
Can Organization Analytics be filtered by team or user?
Depending on your organization's setup, analytics may allow you to view activity based on:
Specific teams
Individual users
File types (such as estates or trusts)
Filtering helps administrators review performance or activity within specific groups.
Do Organization Analytics update automatically?
Do Organization Analytics update automatically?
Yes.
Organization Analytics update automatically as activity occurs within the platform, such as:
Task completion
File updates
User activity
Workflow progress
This ensures the analytics reflect the most current information available.
Can Organization Analytics be used for reporting?
Can Organization Analytics be used for reporting?
Yes.
Analytics can be used to help organizations review internal processes and track administrative activity across files and teams. They provide a high-level overview of how the platform is being used.
Why might I not see Organization Analytics in my account?
Why might I not see Organization Analytics in my account?
If you do not see Organization Analytics, it may be due to:
Your user role permissions
Your subscription plan
Your organization's configuration settings
If you believe you should have access, contact your organization administrator.
Who should I contact if I need help with Organization Analytics?
Who should I contact if I need help with Organization Analytics?
If you have questions about Organization Analytics or need assistance accessing them, please contact Estateably Support or your organization's administrator.