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Reports

Open Reports

Overview

The Practice Reports screen brings together the firm’s time and revenue data into four focused reports: Time Summary, Billing Summary, Revenue by Client, and Revenue by Team Member. Each report is driven by the date range and grouping options you select, renders a preview table directly on the screen, and can be exported to CSV or PDF. These reports are designed to answer the questions most relevant to a Canadian accounting practice: Where are our billable hours going? Which clients generate the most revenue? Which team members are most productive?

Reports screen showing four report type cards and a date range selector
The Reports selection screen with the four available report types and shared date range filter.
  1. (1) Report type selector — choose from Time Summary, Billing Summary, Revenue by Client, or Revenue by Team Member
  2. (2) Date Range picker — applies to all reports; quick presets for common periods
  3. (3) Run Report button — generates the report preview table for the current settings
  4. (4) Export button — downloads the current report as CSV or PDF
  5. (5) Group By control — change the grouping dimension within a report

Screen Layout

Report type navigation (left sidebar or top tabs): Four report options listed. Clicking a report type loads that report’s configuration panel and preview area.

Configuration panel: Shows the date range picker, grouping options specific to the selected report, and additional filters (e.g., Engagement Type, Team Member, Client).

Report preview table: The main area below the configuration panel. Renders the report data in a table format after you click Run Report. Column headers are sortable.

Summary row: A pinned row at the bottom of the preview table showing column totals.

Reports

Time Summary

Shows total hours worked across the firm, broken down by the selected grouping dimension. Useful for monitoring staff utilisation and spotting unbillable time patterns.

Available groupings: By Team Member, By Engagement, By Client, By Engagement Type, By Month.

Columns: Grouping Dimension, Billable Hours, Non-billable Hours, Total Hours, Billable %, Average Rate.

Billing Summary

Focuses on the financial value of time logged, connecting hours to dollar amounts. Helps project invoicing pipelines and measure realisable revenue.

Available groupings: By Team Member, By Engagement, By Client, By Billing Rate, By Month.

Columns: Grouping Dimension, Billable Hours, Billable Amount, Invoiced Amount, Uninvoiced Amount, Realisations %.

Revenue by Client

Aggregates invoiced and collected amounts per client for the selected period. Identifies your most valuable clients and surfaces outstanding balances.

Available groupings: By Client, By Engagement Type (within each client), By Month.

Columns: Client, Invoiced Amount, Amount Paid, Outstanding Balance, Number of Invoices, Average Invoice Size.

Revenue by Team Member

Shows which team members are generating revenue, combining hours worked with the value invoiced for those hours. Supports compensation reviews and capacity planning.

Available groupings: By Team Member, By Month, By Engagement Type.

Columns: Team Member, Billable Hours, Billed Amount, Average Billing Rate, Invoiced Amount, Effective Rate.

UI Elements

Date Range

Applies to all four reports. Quick presets: This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Custom. Custom mode enables a full date range calendar picker.

Report Type

Four tabs or sidebar items: Time Summary, Billing Summary, Revenue by Client, Revenue by Team Member. Switching between them retains the current date range.

Group By

Changes how rows in the report are aggregated. Options vary by report type (see above). Changing this option requires clicking Run Report again to refresh the preview.

Engagement Type Filter

Optional. Narrows the report to one or more engagement types (Bookkeeping, Tax, Advisory). Available on all four report types.

Team Member Filter

Optional. Available on Time Summary and Billing Summary to focus on a specific team member’s data.

Client Filter

Optional. Available on Time Summary and Billing Summary to focus on a specific client.

Run Report

Executes the report query with the current date range, grouping, and filter settings. Updates the preview table. Required after changing any configuration option.

Export

Opens the export format dialogue. Choose CSV (raw data for further analysis in Excel) or PDF (formatted report suitable for partner review or client presentation).

Sort Column

Click any column header in the preview table to sort ascending. Click again to sort descending. Sort state is preserved when exporting.

Drill-down Link

In some reports, clicking a row value (e.g., a client name in Revenue by Client) navigates to a filtered detail view showing the individual time entries or invoices contributing to that row.

Actions

Run a Report

  1. Click the desired report type in the navigation (Time Summary, Billing Summary, Revenue by Client, or Revenue by Team Member).
  2. Set the Date Range using the picker. Use a quick preset or choose a custom range.
  3. Select a Group By option if the default grouping is not what you need.
  4. Apply any optional filters (Engagement Type, Team Member, Client).
  5. Click Run Report. The preview table renders with the results.
  6. Click any column header to sort the results. Use the scroll bar to view all columns if the table is wider than the screen.

Change Date Range

  1. Click the Date Range picker while a report is displayed.
  2. Select a quick preset (e.g., Last Quarter) or click Custom and choose start and end dates from the calendar.
  3. Click Run Report to refresh the preview with the new date range.

Group by a Different Dimension

  1. Open the Group By dropdown for the current report.
  2. Select the desired grouping dimension (e.g., change from “By Team Member” to “By Month” on the Time Summary report).
  3. Click Run Report to re-render the table with the new grouping.

Export a Report

  1. Run the report with the desired settings (date range, grouping, filters).
  2. Click the Export button in the toolbar.
  3. Select CSV or PDF from the format dialogue.
  4. For PDF: choose a paper orientation (Portrait or Landscape) and click Download. The PDF includes your firm name, the report name, date range, and all filters applied.
  5. For CSV: the file downloads immediately with all rows and columns from the preview table, including the summary totals row.

Drill Down into Report Data

  1. Run any report and locate a row whose detail you want to investigate (e.g., a client with an unexpectedly high outstanding balance in Revenue by Client).
  2. Click the underlined row label (client name, team member name, etc.).
  3. Kuberan AI navigates to the appropriate detail screen — the Invoices list filtered to that client, or the Time Entries list filtered to that team member — so you can review the underlying records.
  • Time Entries — Source data for Time Summary and Billing Summary reports
  • Invoices — Source data for Revenue by Client and Revenue by Team Member reports
  • Billing Rates — Rates used to calculate billable amounts in all reports