Reports & Insights
By Rain1 author10 articles
Uku Dashboard – how to use and set it upThe Dashboard is your personal daily task view in Uku. Learn how to navigate its views, filters, sorting options, grouping, and task tools to organize your workday.
How to save your DashboardFilter, customize, and save personalized Dashboard views in Uku to quickly manage tasks by date, status, client, or other criteria.
How to save an office-based report?Save filtered report views to your company account so every employee in the firm can access standardized, shared reports from the Main Menu.
How to save a report?Save frequently used filter combinations in Uku reports for quick access, and optionally set a saved report as your default view.
How to keep your Dashboard cleanRemove outdated tasks from your Dashboard by archiving them for future reference or permanently deleting them, and learn how to find archived or expired tasks.
How to identify overlaps and missing time records?Use the Time view in Report to find overlapping or missing time entries, understand the color-coded gap and overlap indicators, and correct them directly.
How to effectively use your dashboard?Practical tips for organizing your Uku dashboard, including task review, prioritization, topics, and estimated time to help you plan your day effectively.
Generate Business Analytics ReportsGenerate filtered reports on completed and planned tasks by client, member, or topic. Export data as PDF or Excel for external reporting and performance analysis.
How to filter and save your dashboard?Learn how to use dashboard filters in Uku to focus on specific tasks, and save your filtered views for quick access as default or custom dashboards.
How to get the most out of the Uku Report?Use the Uku Report to monitor task progress, track Annual Accounts, review team workload, and generate client work summaries with saved custom views.