About the Practice Manager reports

Practice Manager provides you with a wide range of reports. These can help you measure the performance of team members, see how your firm is performing, and much more. Whether you wish to keep track of a particular employee's performance in relation to other team members, the revenue generated by each partner in your firm, or Write-ons for the firm or resources, you will find a report to provide you with all these details and much more.

While the reports have been designed to be viewed and used online, you can also print them or export them to Microsoft Excel for further analysis - click here to learn more about using reports. Some reports are linked to dashboard widgets.

Practice Manager reports are grouped according to cashflow/revenue, employees, jobs, workflow, client profitability, and billing/receivables - see links to these categories and their individual reports in the next section. You can also create a Contacts custom report to quickly retrieve selective information from your contact details.

Your security role determines the types of reports you can run. 

Category Report Description
Cashflow and revenue reports Cashflow Analysis by Partner View the payments each partner has received over the selected period.
Cashflow Analysis by Manager View the payments each manager has received over the selected period.
Revenue Analysis by Partner See the revenue generated by each partner for the selected period.
Revenue Analysis by Manager See the revenue generated by each manager for the selected period.
Revenue Analysis by Client Type See the revenue generated by client type for the selected period.
Annual Cashflow View the total payments received by your firm for each month in the selected financial year.
Annual Revenue See the revenue generated each month for the selected financial year. 
Employee reports Actual/Allocated Hours  Determine the difference between the hours allocated for jobs and the actual hours worked over the selected period.
Monthly Efficiency  See your own monthly efficiency for the selected period or the efficiency of all users.
Timesheet  Access all timesheet entries you or others have made over the selected period.
Timesheets by Job Type See how much time was spent on different job types during the selected period. 
Timesheets by Activity Code See which activities employees spent the most time on.
Non-billable Time  See how much time you or another user spent on (unpaid) non-billable activities during the selected period.
Non-billable & Paid Non-billable Time See how much time you or another user spent on all non-billable activities (paid and unpaid) during the selected period.
Timesheet Summary  View the total hours in timesheet entries each Practice Manager user has entered during the selected period.
Variance  Determine each user's variance as a running total from when they began using Practice Manager.
Yearly Efficiency  View your own efficiency for the selected year or the efficiency of all users.
Billable Time  See how much time you or another user has spent on activities that can be charged to clients during the selected period.
Paid Non-billable Time  See how much time you or another user has spent on paid non-billable time during the selected period.
Variance Reason See all the variance reasons users have submitted for exceeding their budgeted time for a job.
Missing and Incomplete Timesheets  Compare the standard hours expected with those entered in the selected user's actual timesheets.
Variance Breakdown Depending on your security role you can use this report to see a breakdown of the variance that has occurred for the work on jobs over the selected period.
Write on summary report See the net write-on position for each user during a selected period.
Write on breakdown report See how the write-on position was achieved in the selected period, with a breakdown by user and job.
Job reports Job Profitability Determine the profitability of jobs that have WIP in the selected period.
Jobs Budget  See which incomplete jobs have exceeded the budget.
Jobs Due  See which upcoming jobs are due (due date is based on the target date).
Job Turnaround  See whether jobs are being completed within or later than the period specified for the job type.
Job Details  Create a custom report based on the existing details of jobs in your system.
System reports Disbursement Codes View your disbursement codes.
Activity Codes View your activity codes.
Workflow reports Job Status Summary  See the current status of each partner's jobs (e.g. the percentage of annual accounts jobs that are Not Yet In or Pending).
Days at Current Status See the current status of jobs and the number of days they have been at that status.
Auto Resource Allocation  Access the automatic resource allocation settings according to job type or staff member.
Job Hours Analysis  See the total hours spent on invoiced jobs for the selected year.
Resource Allocation  See how staff members who have been allocated jobs are progressing in those jobs according to the target hours allocated.
Non-Allocated Resources Determine where staff members have worked on jobs they have NOT been assigned to.
Resource Allocation Breakdown Access a breakdown of the hours allocated, worked and remaining for your firm's jobs.
Resource Usage by Partner  See how many jobs have been worked on over a selected period and the total hours for each partner.
Resource Usage Breakdown by Partner See the details of the jobs that have been worked on over a selected period and the total hours for each partner.
Recurring Jobs View a list of recurring jobs for clients.
Current Resource Allocation Variance See the current resource allocation variance for the incomplete jobs that have exceeded the hours allocated.
Cient Profitablity report Client Profitablity See how profitable clients are, looking at their total of WIP in the selected period.
Billing and receivables reports Billable Time Breakdown by Period  View billable time including WIP amounts for the selected period.
Billable Time by Period View the billable time (including WIP totals) for the selected period.
Finalized Invoices  View all the finalized invoices for the selected period.
Grouped Finalized Invoices  View all finalized invoice amounts for clients grouped by contact group, so you can see at a glance the fees you have charged groups of clients.
Aged Receivables  View a list of your receivable amounts as they age from 1-30, 31-60, 61-90, and 90+ days.
Receivables Transaction  View all your receivable transactions for the selected period. 
Work in Progress by Manager  View a breakdown and graphs of the WIP amounts for each manager.
Work in Progress by Partner  View a breakdown and graphs of the WIP amounts for each partner.
Invoice Breakdown by Code View a breakdown of your invoices by code (i.e. the job type short code, activity, or disbursement code you used on the invoice).
Receivables Control See what has changed in the Receivables area.
Receivables Control by Client See how client receivables have changed over the selected period.
Bank Reconciliation Use this report as a reference against which to check your bank records.
Disbursements Analysis  View all disbursements logged during the selected period.
Aged Work in Progress  See the aged work in progress per client.
Draft Invoices Access a breakdown of the current draft invoices and their totals.
Work in Progress Client Breakdown  View a detailed WIP breakdown of all jobs for the selected client.
Work in Progress Access a summary of the current WIP amounts for each client and print a detailed breakdown for the selected clients.
Bank Deposit Supplement Use this report to view a summary of your check payments.
Grouped Aged Receivables  View a list of your receivable amounts by contact group as they age from 1-30, 31-60, 61-90, and 90+ days.
Invoice Breakdown by Job Type Access a breakdown of the invoiced amount by job type for the selected period.
Grouped Work in Progress View a detailed report on current work in progress by contact group.
Grouped Work in Progress Summary View a summary of current work in progress by contact group.
WIP Control See how work in progress has been changed over the selected time period.
WIP Control by Group View the movement in work in progress for the selected period by contact group.
  1. Click Reports > All Reports.
  2. Click one of the reports under Favorites or click the Practice Manager tab to view all the related reports.
  3. Click on the required report name.
  4. Use the report filters and click Update.

See Work with reports to learn more, such as how to export the data or add the report to your Favorites.