Reporting
Get insights to grow your firm
13 articles
Time Tracking ReportsKnow where your team is spending its time and over budget work
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 ReportSee all documents uploaded by any client in chronological order
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