Print Reports screen
You can find many reports that list and analyze your data in Practice CS, which gives you the information that you need to maximize productivity and profitability.
Select
File
, then Print Reports
(or select Ctrl + P
).Available reports
note
The reports available depend on your security permissions and licensing. Information contained in the report may also depend on your security permissions.
Lists
Use Lists to print a hard copy list of any groupings you've set up.
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 are 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
- Continuing Professional Education (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
