The Legacy Reports area contains older reporting tools that remain fully accessible while the new CETA Insights tool takes over as the primary reporting area. For information on all the changes included in this update, see Morpheus & Insights Overview.
These reports are scheduled to be retired in a future update. If you or your team rely on any of them regularly, please let us know so we can make sure the same information is available in Insights before they are switched off.
Legacy Reports contains three tools:
- Management Reports - historical management reports covering financial summaries and headline KPIs
- Standard Reports - pre-built report panels covering quotes, projects, schedule and resources. Previously known as Insights
- Custom Reports - configurable reporting tool with the report builder UI. Previously known as Insight Reports
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