Reporting Guide
Orientation to reporting in Tern - key terms and capabilities to help you get started
By Jack and 1 other2 authors4 articles
- Where to Find It in ReportingFind the dashboard or saved query that answers your reporting question, in your own version and your agency's.
- Building a Custom ReportHow to build, save and share your own report with Report Builder, by copying a dashboard, or by asking AI Assist. Requires Tern Pro.
- Reporting OverviewWhat's on the Reporting page, who can use Report Builder and AI Assist, and how to filter, explore and download reports.
- Key Reporting TermsWhat reporting terms mean in Tern, like booking date, received commission, Overdue and Partial, and who can see which reports.