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Reporting

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

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports