Reports

The Invoices by Client with Narration report gives a list of clients and their invoices with narration between selected dates....

The Top Clients by Amount Invoiced report shows which clients and projects generated the most revenue. Often used for reporting and applying for indemnity insurance by ranking your top clients. It also helps you focus your time and energy on the work that delivers the biggest income. Because this report includes the values of time spent on those same clients. It’s also useful for business development, planning for lower-performing clients, and providing context for accounting purposes.

The Assigned Time and Disbursements report gives a list of time and disbursements assigned to invoices between selected dates. It’s...

The Chart of Invoices per Month by Charge Type Report shows the total invoiced amounts by month, with a breakdown...

The Repeat Clients report gives a list of clients within a selected date range. Repeat Clients are those who have...