Lesson 6 of 6 · 10 min

Financial dashboards & reports

Read Insights and build exportable custom reports.

Lesson 6 of 6

Two places cover firm finances: Insights for at-a-glance numbers and charts, and Reports for custom, exportable reports.

Insights vs Reports

Insights (/app/dashboard, in the sidebar) shows the firm's numbers at a glance — open matters, work not yet billed, overdue tasks, what has been billed and what is owed — plus My charts, which you build yourself with Add chart. Reports (/app/reports) is where you assemble custom reports over matters, tasks, billing and more, then export them. Insights for at-a-glance numbers, Reports for detailed breakdowns — that is where your real firm figures live.

  1. 1

    Read Insights

    Open Insights from the sidebar. Tiles across the top give open matters, work not yet billed and overdue tasks; cards below cover billing, what is owed and matters by stage; My charts holds the charts you add yourself with Add chart.

  2. 2

    Build a custom report

    Reports (/app/reports) › New report opens the report builder: pick a report type, date range, columns, filters, sorting, and grouping, then preview the result before saving.

  3. 3

    Export to CSV or PDF

    Run a report and export it to CSV or PDF from the report's actions. Reports are exported on demand — there is no scheduling or emailed delivery in the reports engine.

Tips & pitfalls

  • Each Insights tile opens the list behind its number, so you can go straight from a figure to the matters or tasks in it.
  • Reports export to CSV or PDF on demand — there is no scheduled or emailed report delivery.
  • Save a report you'll want again — set its columns, filters and grouping once, and you can re-run and export it whenever you need.

Key takeaways

  • Insights (/app/dashboard) gives the firm's numbers at a glance, with charts you add yourself.
  • Reports (/app/reports) builds custom, filterable reports over billing and matter data.
  • Export is CSV/PDF on demand; scheduled or emailed reports do not exist.
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