Overview
Fieldguide Insights brings interactive reports with strategic insights and data trends to your engagements in Fieldguide. In-app analytics automatically pull in your Fieldguide data to help firm leaders make decisions.
Engagement insights: View the status of your engagements today and their progress over time. Filter reports by client, framework, engagement lead, and date.
Time savings & recommendations: Understand efficiencies and opportunities for saving time on engagements. View customized recommendations with tips for additional time savings.
Client and Request insights*: Highlights client responsiveness to requests, specifically showing what client interactions are causing multiple review cycles or project delays. (*Premium insights)
Time tracking insights*: Provides detailed information on how team members and clients are spending their time on activities and engagements, so your practice can determine which areas are consuming too much of their time. (*Premium insights)
Insights are automatically updated hourly with your latest Fieldguide data. Dashboards can be exported to Excel and other formats.
Insights only includes data from real engagements. Engagements used for testing and demonstration purposes are automatically excluded from your insights dashboards.
Practice insights
Practice insights provide details about your firm's engagements, efficiency, and client interactions.
These dashboards can be accessed under Insights > Practice Insights.
Reports included:
See more information on each of these pages below.
Engagements
The Engagements page gives an overview of your engagements:
The number of engagements created over time.
When those engagement were created.
The length of time that engagements were in progress.
Dashboards can be filtered by month, service line, engagement lead, and client.
View engagements by service line to see the number of engagements being used for each framework.
Time Savings
The Time Savings page shows personalized time savings estimates across your engagements. Your time savings is calculated by reviewing Fieldguide feature usage and estimating your savings by using these features. You can view your time savings across multiple service lines or use the filter to view a specific service line. Customized recommendations provide tips for saving additional time on your engagements.
Time savings estimates are based on industry averages, which were determined by interviewing, collecting, and verifying data across our customers, industry experts, and other firms within the field. The time savings are calculated for completed and archived engagements in order to have a complete view of your engagement efficiency. Additionally, we only include engagements that were created within the last 12 months to focus on current firm usage, so that you have the most up-to-date insights into time savings performance and opportunities.
View your time savings insights by engagement phase to see your firm's efficiency during each stage of engagements.
Recommendations are displayed to show which Fieldguide features can further increase time savings for your firm. Click Learn more on any recommendation for more details.
The 'Platform Usage by Engagement' dashboard shows you which time-saving features are being used on each engagement.
The following breaks down the features that we’re tracking and the efficiency gains from usage.
Feature | Efficiency |
AI Actions | Leverage AI Actions to efficiently identify risks, draft requests, develop recommendations, automate QA checks, and more. |
AI Document Copilot | Accelerate document analysis and review with AI Document Copilot. |
Archiving Utilities | Automatically clear out review notes, prior document versions, team notes, tasks and much more in a complete archive experience. |
Client Access to Sheets | Eliminate unnecessary client memos and status updates by giving clients access to sheets. |
Engagement Completion (Engagement Dashboard) | Streamline confirmation of completeness of testing and workpapers. |
HITRUST Export | Streamline HITRUST MyCSF uploads using the offline template export. |
Linked Requests | Eliminate duplicate requests across multiple engagements by linking requests and sharing client documents across engagements. |
Milestones | Streamline engagement milestone tracking and drive alignment to key dates. |
Report Collaboration | Automatically sync changes from Engagements to Reports, along with seamless client review and feedback. |
Report Generation | One-click report generation from template eliminates the need to copy and paste data into appropriate places in reports. |
Report Standardization | Eliminate the need for reviewing report wording compared to standards/templates. |
Request Auto-Copy | Eliminate manual folder creation, file renaming, index workpapers, and unnecessary uploading and downloading of files. |
Requests | Automate collection of evidence by simplifying request creation, client collaboration, tracking, and file syncing across controls, workpapers, and reports. |
Rollover | One-click rollover of Requests, Testing, and planning Forms from previous Engagement, enabling quick access to client documents. |
Sampling | Streamline sample selections and eliminate the need to email clients for sample Requests. |
Synced Rows | Sync tests across multiple controls in the Sheet for efficient and accurate testing. |
Templates | Eliminate unnecessary updates to report and workpaper templates. |
Client Collaboration (premium)
The Client Collaboration page show client on-time performance with request completion. View across all clients and whether they are fulfilling requests on time. You can see how performance compares for clients who use due dates on their requests vs. those who don't.
The Client Collaboration page is a premium feature available to firms with an Enterprise subscription. For more information, contact [email protected].
The 'Client On-Time Performance Details' dashboard lets you view the performance of requests by client.
Request Resolution (premium)
The Request Resolution page shows clients' request completion efficiency. You can filter by client, service line, and engagement lead.
The Request Resolution page is a premium feature available to firms with an Enterprise subscription. For more information, contact [email protected].
The single-touch and multi-touch dashboards show how often your firm's practitioners needed to request changes from clients when fulfilling requests.
The 'Time to Complete Requests' dashboard shows the median number of days it takes clients to complete single-touch and multi-touch requests.
You can see the ratio of single-touch to multi-touch requests by client or engagement lead.
The 'Engagement Details' dashboard allows you to view and filter this data by client, engagement, or other values.
Request Cycle Time (premium)
The Request Cycle Time page shows you the performance of requests based on time to completion, time spent in each status, and response times. You can filter by client, service line, and engagement lead.
The Request Cycle Time page is a premium feature available to firms with an Enterprise subscription. For more information, contact [email protected].
Dashboards included:
Time to Complete Requests: Displays the median number of days it takes for requests to be completed.
Request Response Times: Displays the median response time to requests for firm users and client users. For firm users, this is the number of days requests have the status "Ready for Review" before action is taken. For clients, this is the number of days requests are in "Open" after initial view or in "Changes Requested" before action is taken.
Median Days Per Request Status: Displays the median days requests spend in each status.
Time In Request Status Distribution: Displays the distribution of days requests spent in each status.
The 'Request Details' dashboard allows you to view and filter this data by client, engagement, or other values.
Client Time Tracking (premium)
The Client Time Tracking page shows how much time your client users are spending in Fieldguide, including details about where and when they are spending time.
The Client Time Tracking page is a premium feature available to firms with an Enterprise subscription. For more information, contact [email protected].
Dashboards included:
Weekly Active Clients
Time by Product Area
Most Active Clients
Hours by Client
Engagement insights (premium)
Engagement insights provide details about your firm's engagements, efficiency, and client interactions.
These dashboards can be accessed under Insights > Engagement Insights. You can also access Engagement insights dashboards from inside an engagement.
Reports included:
Engagement insights is a premium feature available to firms with an Enterprise subscription. For more information, contact [email protected].
See more information on each of these pages below.
Time Tracking Overview
Time Tracking Overview page shows how much time team members spend working on specific engagements, clients, and service lines.
Dashboards included:
Weekly Active Engagements
Time by Service Line
Time by Engagement
Time by Client
Engagements
Time Tracking Detail
The Time Tracking Detail page shows how time is spent on on a specific engagement.
Dashboards included:
Time by Team Member
Time by Product Area
Client Time in Fieldguide
Engagement Details
Milestone Status
The Milestone Status page gives you cross-engagement visibility into engagement milestone status, aging and risks so that leaders can proactively manage engagement progress. You can track milestones by status, view upcoming milestones, and get a detailed view of what is still open or past the due date.
You either have the ability to view all milestones across your engagements or you can filter for the current milestone. The current milestone for each engagement is calculated by looking at the first milestone in the sequence that has not been marked as complete. Additionally, the aging for each milestone is calculated based on the most recently completed milestone.
For each of your engagements that were created from an engagement template with standard milestones, you can track engagement progress. Note that this view is only available at the current milestone level.
Engagement Progress
The Engagement Progress page gives leaders deep insight to engagement completion trends and progress, while also giving you a list of open items on the engagement.
On-Time Performance Detail
As a companion to the Client Collaboration page, the On-Time Performance Detail page provides further detail into on-time client request response rates. These metrics enable you to have data-driven conversations with your clients to help improve performance and timeliness.
Additionally, you can drill down to specific engagements or requests as needed.
Team member insights (premium)
Team member insights provide details about team member activity and coaching insights.
These dashboards can be accessed under Insights > Team Member Insights.
Reports included:
Team member insights is a premium feature available to firms with an Enterprise subscription. For more information, contact [email protected].
See more information on each of these pages below.
Team Member Activity
The Team Member Activity page highlights team member activities (sign offs, tasks, etc.) giving managers insight into a team member’s contributions and coaching opportunities.
Time Tracking Overview
The Time Tracking Overview page shows data about your active team members.
Dashboards included:
Weekly Active Team Members
Most Active Users
Hours By Team Member
Time Tracking Detail
The Time Tracking Detail page shows data about where in Fieldguide team members are spending their time. You can filter these dashboards to see data for a particular user.
Dashboards included:
Time by Engagement
Time by Client
Time by Product Area
Bulk export team member data
The Bulk Export page allows you to view and export the underlying data for individual team members' time spent on engagements. You can filter by client company, team member, date range, and other attributes.
Time tracking methodology
As users work in Fieldguide, their activity is automatically saved and assigned to the appropriate user and engagement. Time data is driven by user activity, not simply having the application open.
If a user is inactive for longer than 60 minutes, the session is automatically ended and that inactive time is not counted. This is designed to capture longer-duration activities, while still filtering out true inactivity.
Automated time tracking generates granular data about user activity — often observing actions that only last a few seconds. This detailed data is aggregated by user, day, and engagement, and surfaced to firm leaders with a suite of dashboards for visibility and decision making.
Fieldguide does exclude trace amounts of activity to improve reporting usability. Users must spend at least 5 minutes working in an engagement per day for that data to be included in reports.
Tips:
Engagement activity with a duration of <5 minutes will not be included in reporting.
Some browser extensions (such as ad blockers) can interfere with time tracking.
Fieldguide can't track time spent working in apps outside of Fieldguide (such as editing Word documents in the desktop app). However, time will be tracked if Fieldguide remains open and there has not been >60 minutes of inactivity before activity resumes.
Expose underlying data
On some dashboards, you can view the underlying Fieldguide data that was used in the report. You can view this data directly in Fieldguide or export it to CSV or Excel:
Open the 3-dots menu in the top-right of a dashboard and click Expose Underlying Data.
(Optional) Click the Filter icon button in the top-right to add filters. Click any column header to sort the data based on that column.
(Optional) Click Download icon in the top-right and choose the export format (CSV or XLSX).
Premium insights
Premium insights are available to firms with an Enterprise subscription. For more information, contact [email protected].
Premium insights:
Practice insights:
Client Collaboration
Request Resolution
Request Cycle Time
Engagement insights:
Time Tracking Overview
Time Tracking Detail
Milestone Status
Engagement Progress
On-Time Performance Detail
Team member insights:
Team Member Activity
Time Tracking Overview
Time Tracking Detail
Bulk export team member data
Permissions
Fieldguide Insights is available only to system admins by default. To grant Insights access to a firm admin or firm member, select an Insights permission group in the user's settings.
System admins can create Insights permission groups under Admin > Permissions > Insights Permissions. You can choose which Insights type(s) that users in this group should have access to.
