Reports

Run and export a firm report

Reports show how work is moving across your firm, from lead conversion to workload, and exports keep your filters for the record.

Screen by screen

Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.

1. 
   02Find it0:07

   You reach it from Practice, then Reports, as the header breadcrumb shows.

2. 
   03Period chips0:11

   The header shows the period, 2 Aug – 30 Oct 2026, for All offices.

3. 
   04Report tabs0:18

   Tabs split the reports into Operations, Money, Processing and outcomes, and Scheduled.

4. 
   05Filter0:24

   Type in the filter box to narrow by owner, office or program. Last 90 days is selected; you can switch to This month or This year.

5. 
   06Lead conversion0:33

   Lead conversion counts booked consultations, completed consultations, matters opened, and engaged clients. All four show 0, and the note says no booked consultation has started in this period yet.

6. 
   07Definitions0:45

   Each card spells out its definition, with a link such as Open consultations.

7. 
   08Workload0:50

   Workload lists open tasks, overdue tasks, and matters per person. Demo Owner, a fictional demo user, shows 0 across the row. It is for planning, not ranking. Use Open tasks to jump in.

8. 
   09Export1:04

   Use Export at the top right. As the description says, exports keep your filters, the time they were made and who could see them.

9. 
   10Recap1:12

   So: check the period and office, pick a report tab, filter by owner, office or program, read each card, and export. Next: Consultations.