Search in XactInsights

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6 articles

Worksheets and columns

Insights includes Xactware-specific terms, called columns, that you can use in your search. Worksheets are collections of columns that are associated with specific products, roles, and processes.

3 articles by 1 author

XactInsights billing report

Create custom reports. Navigate to the Search tab in XactInsights. Select the wrench icon next to Sources to choose a source. Select the Transactions Contractor worksheet, then click Done. . Select t…

Updated 6 months ago by Mara K

Search overview

On the Search tab, simply type what data you want to see into the search bar, and XactInsights will create a report for you. Your results will appear as either a table or a chart, which you can chang…

Updated 4 months ago by Arianne G.

Keywords

Keywords help you further define your search criteria. The list below contains keywords and examples that you can use in Insights. General. top n top 10 job type. bottom n bottom overhead amount by s…

Updated 6 months ago by Arianne G.