The Reports section is a single landing page — the Report Center — with every available report grouped by category. Open a report to filter, sort, drill in, and export the data.

  1. Click Reports in the sidebar.
  2. The Report Center shows reports grouped into categories. Browse or scroll to find the one you need.
  3. Click a report card to open it.
  4. Each report typically supports:
  • Date range — set the period of interest.
  • Additional filters — narrow by client, service, member, status, or any other dimension relevant to that report.
  • Sortable columns — click any column header to sort.
  • Drill-downs — click counts (e.g. a number of workflows) to jump to the filtered list view of those records.
  • Export — download the report as CSV or Excel for offline analysis.

Filters apply automatically as you change them — there's no separate Apply button to click.

What's available

  • Clients — Client Summary, Client Activity, Client Revenue, Profitability by Client, Profitability by Client/Service/Workflow, Client Statement.
  • Workflows — Workflow Status, Workflow Completion, Workflow Budget vs Actual, Team Workload, Overdue Workflows, Workflow Duration Analysis, Workflow Lock Status, Expense Report.
  • Time — Staff Timesheet Summary, Timesheet by Client, Timesheet by Service, Unbilled Time & Expenses, Member Utilization, Leave Summary.
  • Invoicing — Invoice Aging, Outstanding Invoices, Estimates Pipeline, Tax Summary, Revenue by Service, Profitability by Service, Receipts & Payments, Credit Notes, Monthly Revenue Trend, Draft Invoices, Payment Method Summary.
  • Compliance — AML Compliance Status, KYC Missing Fields, Ongoing Monitoring.
  • Services — Service Performance, Service Obligations, Service Expiry.

Tip: Click on client names or workflow IDs inside any report to jump directly to the corresponding detail page — reports are a navigation tool as well as an analysis one.

Note: Reports respect your access permissions. Members with restricted access see only their own data; users without financial access don't see revenue figures. The same report can look very different depending on who is viewing it.