The reports section of Hona will give you access to data to better improve the experience for your firm, and for your clients. It is broken up into 3 sections: Usage, Exports, and Feature Usage
Usage
The Usage tab gives you insight into how your clients are interacting with Hona. This section includes visual graphs and data to help you understand client engagement across your cases. Key metrics include:
Time in Phase: See how long clients are spending in each phase of your workflow.
Notifications Sent: Track how many notifications have been delivered to clients over time.
Monthly Active Users: Monitor the number of unique clients who are actively using the Hona platform each month.
Adoption Rate: View the percentage of clients who are engaging with Hona (e.g., logging in, or interacting with updates).
These insights help you measure the effectiveness of your communication and identify areas to improve the client experience.
CLICK HERE for more details on the Usage tab.
Exports
NOTE: This feature is only available to higher tier accounts and needs to be enabled by your account manager. Please reach out to them if you need exports enabled.
The Exports tab lets you download specific sets of data from your Hona account for deeper analysis or record-keeping. You can export the data on the following items:
Projects
Notifications
Messages
Mass Messages
Users
Contacts
Reviews
NPS
CLICK HERE for more details on Exports
Feature Usage
The Feature Usage tab provides a detailed snapshot of how your team is using key tools and settings within Hona. It’s divided into three areas: Project Types, Company Setup, and Other.
Project Types
This section shows how well your workflow phases are built out with supporting content. You’ll see how many project types and phases exist, as well as the percentage of phases that include descriptions, FAQs, videos, drip notifications, and triggers. These insights help evaluate how complete and helpful your client experience is across different case types.
Company Setup
This section reflects how your organization is configured within Hona. It includes how many team members are added, whether projects have team members assigned, and the status of integrations like Filevine, Custom, or Internal syncs. It also shows whether key branding and automation elements like the company logo, custom styles, and birthday messages are in use. This area helps ensure your setup is aligned with best practices.
Other
The "Other" section gives a general overview of activity and adoption across your Hona account. It includes total conversations and messages, the number of forms submitted or created, and usage of features like review requests, NPS templates, triggered assignments, message templates, and calendar events. It also notes whether your team is using the Chrome extension. This section helps identify which features are being used most and where there may be room for greater engagement.
CLICK HERE for more details on the Feature Usage tab
If there are any additional questions, please reach out to your dedicated account rep or to [email protected].