Overview
The reports page is your starting point for practice analytics. It shows four pre-built reports for common workflows alongside a table of saved custom reports you have created. From here you can run a pre-built report, open a saved report, or start building a new one.
Pre-built Reports
Four report cards appear under the Pre-built Reports heading. Click any card to open its preview page with results and filters:
- VAT Process Status — track VAT return status and deadlines across all clients
- Accounts Preparation Status — monitor accounts preparation progress and completion rates
- Overdue Tasks — view tasks that are past their due date and need attention
- Time Utilisation — analyse time logged and billable hours per team member
Running a Pre-built Report
- 1
Click the card for the report you want to run. The preview page opens with results loaded automatically.
- 2
Optionally set a Start Date and End Date to filter results to a specific period. Click Clear to remove date filters.
- 3
Use the header buttons to work with the results:
- Export CSV — download the data as a CSV file
- PDF — generate and download a PDF version
- Save Report — save this report with its current filters for future use
Saved Reports Table
Below the pre-built cards, the Saved Reports section lists reports you or your colleagues have created. The table shows columns for Name, Type, Visibility (Shared or Private), Schedule, and Created date. Click any row to open that report.
Use the Search saved reports... box above the table to filter by name or description.
Bulk Actions on Saved Reports
Tick the checkboxes on one or more rows to reveal the bulk action bar:
- Duplicate — create a copy of the selected reports
- Delete — delete the selected reports (hold Shift and click to skip the confirmation prompt)
Building a New Report
Click the Build Report button in the page header, or press N, to open the custom report builder.
What's Next?
- Creating Custom Reports — build a report from any data source
- Scheduled Reports — automate report delivery by email
- Keyboard Shortcuts — see all available shortcuts