Reports

Overview

Reports (/admin/reports) summarises practice performance for managers.

Features

Typical report blocks include:

Paid revenue by month
Matter statistics
Caseload by service type
Payment method mix

Workflow

Open Reports weekly or monthly.
Compare revenue and caseload to prior periods.
Investigate gaps using Matters and Invoices.
Pair with Expenses for a simple P&L view.

Notes

Best Practices

Snapshot reports before rate changes.
Reconcile payment methods with gateway dashboards.