Reports Overview

The Reports area is where your firm’s numbers live: trust compliance, billing and collections, productivity, your sales pipeline, and your marketing return. Each report answers a specific question a firm actually asks, and each one is written to be read by a lawyer, not an accountant. This page explains how the area is organized and the few things every report has in common, so you know where to look and what to expect when you get there.

The Report Categories

Reports are grouped the same way they are in the app:

• Trust & Compliance proves your trust account is whole and your records are audit-ready. This is the category your bar cares about.
• Revenue & Billing shows the money: what each person earned, what you invoiced, what you collected, and what you wrote off.
• Productivity shows where time goes and how it splits between billable work and everything else.
• Sales shows the health of your pipeline and which leads convert into clients.
• Marketing shows what your campaigns cost, what they brought back, and which ones are worth repeating.

What Every Report Shares

A few things work the same way across the area, so once you learn one report you know your way around all of them:

• A date range. Most reports cover a period you choose, and many open on a sensible default (often the last several months). A few, like the Trust Ledger, deliberately ignore date filters and show the complete history, because a running balance only means something when nothing before it is hidden.
• Summary figures and a chart. Most reports lead with a handful of headline numbers and a chart, then give you the full table underneath.
• Excel and PDF export. Every report exports to Excel or PDF, so you can hand a number to your accountant, attach it to a year-end file, or produce it for an auditor.

Who Can See Which Reports

Reports carry sensitive financial and personnel detail, so access follows your role. Your Owner and Administrator can see every report. Everyone else sees the reports their role is meant to use: your bookkeeper sees the trust and billing reports, your legal staff see the work and productivity reports, and your sales and marketing people see the pipeline and campaign reports. If a whole category is missing from your Reports menu, it is because no report in it is open to your role. See Roles & Permissions for the full picture of what each role can do.