Practice reports
The Reports section of Practice Management gives you the data you need to run a profitable firm: how much time has been worked, how much has been billed, what revenue has been collected, and where work is sitting unbilled. These reports answer the questions that come up at every partner meeting, billing review, and team performance conversation.
Navigating to Reports
In the left sidebar, click Practice, then click Reports. Open Practice > Reports
You will see a list of available reports organised by category.
Available reports
Time reports
Unbilled Time Shows all time entries that are marked billable but have not yet been included on an invoice. This is your billing pipeline — the revenue you have earned but not yet collected.
Filters: date range, client, team member, engagement type.
Use it for: Weekly billing review, identifying clients who have accumulated a large balance of unbilled time, deciding which clients to invoice this week.
Time by Team Member Shows total hours worked by each staff member for a selected period, broken down by billable hours, non-billable hours, and total hours. Optionally shows the billable dollar value.
Filters: date range, team member.
Use it for: Monitoring utilisation (are staff spending enough time on billable work?), identifying who is overloaded or underutilised, comparing actual hours to capacity.
Time by Client Shows total hours worked for each client, broken down by billable and non-billable. Can be drilled down to show individual time entries.
Filters: date range, client, engagement type.
Use it for: Profitability analysis — comparing time invested in a client to fees collected. If a client’s hours consistently exceed what you bill, either the scope needs re-pricing or write-offs are eroding the relationship.
Time by Engagement Type Shows total hours broken down by engagement type (Monthly Bookkeeping, Tax Return, Payroll, etc.).
Filters: date range.
Use it for: Understanding where your firm spends its time and whether the mix of services is intentional. If 60% of your time is in bookkeeping but bookkeeping represents 30% of your revenue, there may be a pricing opportunity.
Detailed Time Log Every individual time entry for the selected period, with all fields: date, team member, client, engagement, description, hours, rate, billable flag, and amount.
Filters: date range, team member, client, billable/non-billable.
Use it for: Billing verification before sending invoices, responding to client queries about specific charges, exporting raw data for partner review.
Billing reports
Invoice Summary Lists all invoices for the selected period with status (draft, sent, paid, overdue) and amounts.
Filters: date range, client, status.
Use it for: Month-end billing close, tracking what has been sent and what is still outstanding.
Accounts Receivable Aging Shows all outstanding invoices grouped by how long they have been unpaid: Current (0–30 days), 31–60 days, 61–90 days, Over 90 days. This is the single most important report for managing cash flow.
Filters: date as of, client.
Use it for: Identifying slow-paying clients, prioritising collection calls, determining whether to pause services for clients with long-overdue balances.
Write-offs Lists all time entries that were marked non-billable on an invoice or adjusted to zero, with the original value of the time written off.
Filters: date range, client, team member.
Use it for: Reviewing whether write-offs are concentrated in specific clients, services, or team members. A consistently high write-off rate for a client may indicate a need to renegotiate fees.
Revenue reports
Revenue by Period Total billed revenue (invoices sent) by month, quarter, or year. Shown as a chart and a table.
Filters: date range.
Use it for: Tracking revenue growth over time, comparing year-over-year performance, forecasting based on historical patterns.
Revenue by Client Billed revenue broken down by client for the selected period.
Filters: date range, sorted by revenue descending.
Use it for: Identifying your top revenue clients, evaluating client concentration risk (if your top three clients represent 80% of revenue, that is a business risk worth addressing).
Collected Revenue Shows payments actually received (as opposed to invoices sent). The difference between billed and collected revenue is your outstanding receivables.
Filters: date range, payment method.
Use it for: Cash flow reporting, understanding the lag between billing and collection, partner compensation discussions where earnings are based on collected rather than billed fees.
How to run a report
Select the report
Click the report name on the Reports screen. The report loads with the default date range (usually the current month).
Apply filters
Use the filter controls at the top of the report to narrow the results. Most reports allow you to filter by:
- Date range — select a preset (This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year) or enter a custom range
- Team member — filter to a specific staff member’s activity
- Client — filter to a specific client
Review the results
The report renders on screen. Click on any row to drill down to the underlying detail.
Export the report
To share the report or save it as a working paper:
- CSV — exports the raw data for use in Excel or Google Sheets
- PDF — exports a formatted report suitable for printing or attaching to a partner meeting agenda
Click Export in the top-right corner of the report and choose your format.
Using reports in partner meetings
A standard monthly partner meeting typically reviews three reports in sequence:
- Unbilled Time — how much billable work has been done but not yet invoiced this month?
- Invoice Summary — what was invoiced this month? Does it match expectations?
- Accounts Receivable Aging — what is outstanding and overdue? What follow-up is needed?
For quarterly performance reviews, add:
- Time by Team Member — is the team’s utilisation healthy? Who is above or below target?
- Revenue by Client — which clients are your top revenue sources? Are any growing or declining?
Exporting these five reports to PDF and distributing them before the meeting keeps discussions focused and fact-based.