Gather

Learn how Gather Analytics helps you manage and grow your business.

Top 10 Benefits of Gather Analytics

Stay on the same page by giving your team access to your custom reports.

How To Share Reports With Your Team

Learn how to quickly hide and add the exact columns you want for your custom report.

How to Customize Your Report Columns

Learn how to refine the data in your reports to see exactly what you need.

How To Filter Data In Your Reports

Learn how data sources work, including specifics about each Data Source available to help you build your custom reports.

Understanding Data Sources in Gather Analytics

Unlock your data by building a perfectly-tailored custom report.

How to Build Custom Reports

This article will help make sure you are pulling the correct data into your custom reports.

How do date ranges work in Gather Analytics?

Learn how easy it is to make sure nobody sees something they shouldn't see.

How do I keep my data secure in Gather Analytics?

Learn how to deliver the perfect report straight to your inbox, exactly when you need it.

How to Schedule Recurring Emails For Your Reports

We made working with time zones as easy as possible for you.

How do Time Zones Work in Gather Analytics?

Discover a simple way to make your reports more insightful and actionable.

How to Group and Aggregate Data in Your Reports

Zach Chatterton

Wesley Mowry

Learn how to use Gather's reporting and analytics tools to unlock powerful insights for your business.

Gather Analytics

Everything you need to know to build and customize reports using the Case Vitals Data Source.

The Case Vitals Data Source

Learn how to take advantage of the Helpers Data Source.

The Helpers Data Source

Learn more about how to take advantage of reporting on payments in Gather Analytics.

The Payments Data Source

Everything you need to know to build and customize reports using the Remember Page Data Source.

The Remember Page Data Source

Learn how to create powerful financial reports to understand how your business is performing.

The Invoice Line Items Data Source

Learn how to take advantage of the Case (Non-Financial) Data Source in your Gather Analytics reporting!

The Case (Non-Financial) Data Source

Take advantage of powerful financial data across all of the cases in your Funeral Homes.

The Case Financial Data Source

Keep track of Insurance funding across all of your cases.

The Insurance Data Source

Learn how to take advantage of the events data source for scheduling and resource allocation.

The Events Data Source

Learn how to take advantage of the Notes Data Source.

The Notes Data Source

Learn how to take advantage of the Task & Step Activity Data Source to track progress within your business.

The Task & Step Activity Data Source

Learn how to use each data source and the columns in each.

Data Sources

Join our User Community

Explore More Gather Products

Sign In

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.