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Reports

Understanding Reports

  • Firm360 Reports Overview
  • Understanding Reports

Billing Reports

  • Billing - Reconciliation Report
  • Billing – Group by Billing Parent in the Reconciliation Report
  • Billing - Client Engagements Management
  • Billing - Payments
  • Billing - WIP Report
  • Billing - Client Accounts Receivable

Analysis Reports

  • Client Insights- View Client Realization Metrics from a Client Record
  • Analysis - Client Realization Report
  • Analysis - Client Payment Promptness
  • Analysis - Client Breakdown
  • Analysis - Staff Utilization Report

Time Tracking Reports

  • How to Approve Time on the Timesheets Report
  • Time Tracking Reports - Client Time Breakdown Report

Project & Client Document Upload Reports

  • Projects - Client Uploads
  • Projects Reports - Project Estimate To Actual
  • Projects - User Workload
  • Projects - Client Project Hours Report
  • Projects - Client Project Status Report
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