Canopy Classroom: Know Your Numbers – A Guide to Reporting

Your reports already have the answers. Let’s learn where to find them and what they’re telling you.

Many firms have reports sitting right inside Canopy and never open them, not because the information isn’t useful, but because it’s not always clear where to look or what a report is actually saying. Reporting can feel like it was built for people who already speak the language of numbers, so it gets set aside for another day.

This session takes a look at all of the ways Canopy creates and surfaces information through reports, including our new Standard Reports (coming soon), and walks through what that actually looks like in practice: where to find the reports that matter, what they’re telling you, and what to do next. 

By the end of this session, you’ll be able to:

• Find the reports that matter most inside Canopy, without digging through menus.
• Read a report in plain language and know what it’s actually telling you.
• Match the right report to a question you have about your firm.
• Recognize the difference between a number worth watching and one that’s just noise.
• Build a simple habit for checking in on your firm’s health on a regular basis.