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

Lists

Use Lists to print a hard copy list of any groupings you've set up.

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

  • List of Project Templates
  • Project Budget to Actual
  • Project Listing
  • Project Tracking
  • Routing Sheet
  • Task Budget to Actual
  • Task Tracking

Client Management

  • Clients Won
  • Clients/Prospects Lost
  • Interaction Listing

Staff Management

  • 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