Reports are grouped by the kind of work they describe. Start with the area you want to understand, then pick a report that shows either change over time or a breakdown by status or category.
Browse by area
Open Reports from the sidebar. The catalogue groups reports into areas such as Recruitment, Sales & Finance, Expenses, Projects, Team, Operations, Time Tracking and Legal. A report appears only when the related feature is available to you and your permissions allow access.
Choose a useful view
- Over time reports show daily trends across the dates you choose, such as revenue, candidates, tasks, time entries or incidents.
- By status or category reports show how records are distributed, such as invoices by status, expenses by category, projects by status or incidents by category.
- Specific comparisons include reports such as bookings by type, top customers, hours by work type and hours by court bundle.
Generate the report
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Select a report
Expand the relevant area in the Reports list and choose a report. Its chart and data table are generated for the date range shown.
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Set the period you need
Enter a start and end date, then select Generate to refresh the results. When you select a report, the date fields start with a recent 30-day range.
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Read the chart and table together
Use the chart to spot a pattern, then check the table for the underlying values. Some reports also show summary figures above the chart.
For more, see Filter and Export a Report or visit Reports.