While you can run amazing big picture reports for your entire firm using our reports section here, you can also run extremely detailed reports for any one contact or matter!
To run any detailed report within a contact or matter, follow these simple steps:
1) Open any specific contact or matter you'd like to run report about.
2) Click into the tab you're interested in, then use the filters to adjust the information you're viewing within that tab.
We can filter reports in a contact or matter for activities (tasks, events, calls, etc.)...
For invoices...
For payments...
For time entries...
For expenses...
And even for flat fees!
Export your reports!
When you're satisfied with the report you generated within your contact or matter, you can click on "Choose Columns" to adjust the information you're seeing, then click the "Export to Excel" or "Export to PDF" buttons found on the top right of every list.
