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Reports and Dashboards

Print Reports screen overview

Practice CS provides many reports for listing and analyzing the data in the application, giving you information that you need to maximize productivity and profitability.
To open the Print Reports screen, select
File
 then
Print Reports
 (or press CTRL+P).

Available reports

note
The reports that are available to you will depend on your security privileges and licensing. Information contained in the report may also depend on your security privileges. See help on individual reports for specific security dependencies.

Lists

Lists allow you to print a simple hardcopy list of any groupings you have set up in the application.
note
The names of these groupings are firm terminology variables. Your firm might use a different term for some or all of these groupings. To view the default terms for these groupings, select
Help
 then
Enable Default Terminology
.

Production

Production Analysis
Time and Expense Journal
Time and Expense Listing
Timesheet Exception
Work-in-Process Summary

Billing

Billed Tax Summary
Billing Analysis
Billing Worksheet
Invoice Journal

Collection

Accounts Receivable Applications
Accounts Receivable Ledger
Accounts Receivable Recap
Accounts Receivable Summary
Collection Summary
Invoice Receipts Analysis
Receipt and Adjustment Journal
Service Charge Journal

Reconciliation

Client Investment Analysis
Period Reconciliation

Project Management

note
These reports are available only if you are licensed for the Project Management module.
List of Project Templates
Project Budget to Actual
Project Listing
Project Tracking
Routing Sheet
Task Budget to Actual
Task Tracking

Client Management

note
These reports are available only if you're licensed for the Client Management module.
Clients Won
Clients / Prospects Lost
Interaction Listing

Staff Management

note
These reports are available only if you're licensed for the Staff Management module.
Calendar Listing
CPE Course Cost Analysis
CPE Course Credit Listing
Schedule Item Detail
Schedule Item Listing
Staff Assigned Summary
Staff Benefits Summary
Staff Capacity Analysis
Staff Schedule Summary
Staff Target Summary

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports,Dashboards