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Work insights

LiveFor: All with Insights

Work completed vs due, days in each status, due dates moved, leaderboards.

Insights > Work shows how the firm’s work is moving, for the month in Date Range.

Insights Work tab for October 2026: Work Items Started, Completed, Overdue, Completed On Time and Days to Complete on Average, and a Work Completed vs Work Due chart.
Insights > Work.
  • Work Items Started, Completed, Overdue and Completed On Time, each against the previous period.
  • Days to Complete on Average.
  • Work Completed vs Work Due: a line for each through the month.
  • Average Days Spent in Each Primary Status, with View report.
  • Number of Times Due Date Moved for Open Work, and leaderboards of who completed most.

Add Filter narrows it, for example to one work type or team.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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