Overview FAQ
Figures that don't match, missing blocks and test clients.
Why don't the Overview figures match the Statistics?
Check the mode (daily or monthly) and the date. The Overview shows one day or one month; statistics usually cover a longer period.
A professional can't see the Accounting block. Why?
They need the Financial data permission. You can turn it on in their panel permissions.
How do I keep a test client out of the figures?
Open their file, go to the Profile tab and, in the Advanced block, tick Exclude from reports.
When does a client count as a drop-out?
When they go longer without renewing than your Time without renewing to count as a drop-out, in Advanced center settings.

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