Reports module Overview

November 3, 2026

The Reports module gives you ready-made reports on payments, billing, activities, matters and trust accounts. You can filter and group the data, and export each report to PDF.

Table of contents

Find a report

Click Reports in the left menu.

Reports module with the Billing tab open
The Reports module.
  1. Reports in the left menu.
  2. The report tabs: Payments, Billing, Activities, Matters and Trust.
  3. Each card shows the report name and what it displays.
  4. Click View Report to open the report.
TabReports
PaymentsPayments by Method.
BillingAccount Receivable Invoices, Account Receivable Aging Invoices, Billing history, Matter balances summary and Invoice payments.
ActivitiesActivities Over Time, Activities by Client, Activities by Matter and Productivity Report.
MattersMatters Over Time and Matters A/R Aging.
TrustClient Balance Summary, General Trust Journal, Client Ledger History (Bulk), Three-Way Reconciliation History, Settlements Summary and Settlement Activity Detail. See Trust Reports Overview.

Parts of a report

Most reports share the same layout. This example is the Account Receivable Aging Invoices report.

Account Receivable Aging Invoices report
A report.
  1. Back to Reports returns to the report list.
  2. The tab and the name of the report.
  3. Group By groups the rows, for example by Client or Responsible Attorney. Select None to remove the grouping.
  4. Export to PDF saves or prints the report. Allow pop-up windows in your browser.
  5. The filter button opens the filters.
  6. The columns. Click a column name to sort the rows.
  7. Underlined names open the client, matter or invoice.
  8. The totals of the report.

Activity reports, such as Activities Over Time, group the rows by date. Each group shows its number of items and a subtotal; click the group to collapse or expand it. The columns are Date, Matter, Client, Type, Billed by, Status, Charge, Hours, Rate($/h) and Amount($), and the footer shows the billable amount and hours, and the billed, unbilled, non-billable and non-charge totals.

Filter a report

Click the filter button. The filters change by report.

Filters of the Account Receivable Aging Invoices report
The report filters.
  1. Client.
  2. Matter.
  3. Responsible Attorney.
  4. Originating Attorney.
  5. Amount ranges for each aging period.
  6. Clear resets the filters.

Charts

Some reports include a chart, for example Payments by Method.

Payments by Method report with the chart on
A report with a chart.
  1. Turn on Chart to show the chart.
  2. The chart, with its legend.
  3. Export to PDF.
  4. Show payments of Bills or Requests.
  5. The filter button, with the number of active filters.
  6. Help.
  7. Each payment method is a group. Click the arrow to show or hide its payments.
  8. The Total of the report.
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