Team Birdie

Birdie's solution to care auditing and business management

Introducing Birdie Analytics

See what is inside each report and how to schedule them to send every week

Get to Know Your 5 Weekly Progress Reports on Birdie Analytics

A short guide to see which report does what on Birdie Analytics

Breakdown of Each Birdie Analytics Report

Care auditing is key to quality assurance and our reports help you evidence this. See how to read, interpret and audit our freemium reports!

Guide to reading your Birdie Analytics reports (non-integrated agencies)

Save time with Birdie's Xero Invoicing template created in mind for agencies that use Xero.

Xero template on Birdie Analytics

The Pulse Dashboard delivers critical care metrics at a glance, helping you improve service quality while working smarter with your data

How To Use The Care Management Pulse Dashboard

The Finance Pulse Dashboard delivers critical financial metrics at a glance, helping you improve financial performance!

How To Use The Finance Pulse Dashboard

The people & performance dashboard provides comprehensive workforce insights, helping you manage your team effectively!

How To Use The People & Performance Pulse Dashboard

Barbara Forbes

Scarlett Aichroth

Billy Yates

Understand what your reports mean, how to filter & helpful tips

Getting Started with Birdie Analytics

A quick guide on what the filter options mean when using birdie analytics

Understanding the filter clauses on Birdie Analytics

Learn how to automate reports to be send via email from Birdie Analytics

How to Schedule a Report to be Sent via Email from Birdie Analytics

Learn how to set alerts for effortless performance auditing on Birdie Analytics

How to set up an Alert on Birdie Analytics

Learn how to export any type of file in Birdie Analytics

How to download files from Birdie Analytics

Laura Orlando

Luke Cullimore

Tips on how to make the most of your Birdie Analytic experience

Birdie Analytics tips

Release Notes

Find answers and get help from Intercom Support and Community Experts

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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