IRIS Practice Engine: Reporting for Clients

businessman wearing virtual reality goggles in modern office with mobile phone using with VR headset - IRIS Practice Engine

About this guide

Did you realize how great IRIS Practice Engine is for reporting? If you didn’t before, you will after you’ve read this short introduction to the features. Anything you enter into IRIS Practice Engine, anything you see, can be reported on. James Arthur outlines the details here.

What you’ll learn:

How to create great custom reports for clients
What you can create reports on
The flexibility of formats and exporting reports
What Special Portfolios can do for you
How the software ties in with Microsoft Power BI
How it links with other tools