Reporting
Get insights to grow your firm
13 articles
- Time Tracking ReportsSee where your firm's time goes by client, project, or team member, filter billable from non-billable hours, and export everything for payroll or analysis.
- Effective Hourly Rate ReportIdentify which clients are underpriced and killing your firm's profitability
- Team Activity ReportSee who on your team is currently working, what else they worked on, and how much time they worked that day
- Capacity ManagementSee exactly how many hours your team has on their plate, spot overloaded members at a glance, and rebalance workloads before deadlines slip.
- Reporting in Financial CentsKeep track of time spent, effective hourly rate, and more via Financial Cent's reports.
- Realization ReportTrack realization and profitability by client, team member, project, and service items
- Utilization ReportMonitor how how much time is being spent on billable vs non-billable work
- Client Tasks ReportTrack all outstanding and recently completed client requests
- Client Uploads ReportFind every file your clients have uploaded in one place, filter by document tag, and jump straight to the folder or project it belongs to.
- Accounts Receivable Aging ReportTrack and send reminders on outstanding invoices
- Revenue Insights ReportSee key metrics related to your firm's revenue, such as total revenue, average revenue per client, revenue by service item, and more
- Work Insights ReportTrack how effective your team is at getting work done with the new work insights report
- Filter Time Tracking Reports by Billing StatusFilter time tracking reports by billing status to see which time entries have been invoiced versus those that haven't