Reports
Updated Oct 18, 2026
Overview
Reports (/admin/reports) summarises practice performance for managers.
Features
Typical report blocks include:
- Paid revenue by month
- Matter statistics
- Caseload by service type
- Payment method mix
Workflow
- Open Reports weekly or monthly.
- Compare revenue and caseload to prior periods.
- Investigate gaps using Matters and Invoices.
- Pair with Expenses for a simple P&L view.
Notes
Tip: Super Admin Analytics covers platform-wide charts; firm Reports are practice-scoped.
Best Practices
- Snapshot reports before rate changes.
- Reconcile payment methods with gateway dashboards.