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    Weeklly Summary Email

    Email summary of upcoming deadlines and/or reminders of work to be completed.
    Miriam Sackie-Mensah about 3 years ago in Reporting 0

    Add date column to chargeable vs non chargeable time report export

    When I am looking at time spent on a client the export doesn't have the date next to the time entries, which would be very useful when I'm checking per client
    Guest 5 months ago in Reporting 0

    WIP - report showing current v cleared

    Rather than having to download an export for the current and cleared WIP it would be very useful to have an option to select both onto one download or have an export comparison download.
    Guest 11 months ago in Reporting 0

    Extract data from BrightManager

    Extract all the information is in the portal in one spreadshet
    Guest 11 months ago in Reporting 2 Need more feedback

    Fees annual projection - view by partner

    Provide an option to view the annual projection fees by partner, not just by manager.
    Guest 6 months ago in Reporting 0

    Can we have the facility to download one WIP report sorted by Manager instead of having to produce say 10 individual manager reports which is currently the case. We just want it all on one single report by manager.

    No description provided
    Guest 7 months ago in Reporting 0

    Report to Show Unviewed Emails

    No description provided
    Miriam Sackie-Mensah about 3 years ago in Emailing  / Reporting 0 Need more feedback

    Time logged by task to be a column on the Export download

    Hi, could the time logged (hours) be a new column in the Task export . The idea would be by having these extra columns it would allow me to compare the time logged to the time estimated time for each task. It would highlight tasks that are running...
    Guest 9 months ago in Reporting 1

    A report that shows expected fees using the services.

    All of the information on fees is in BM so a report would be extremely useful.
    Guest 10 months ago in Reporting 0 Need more feedback

    Fee Projection Reporting

    Provide in-depth insights/reporting into the projected revenue for your practice.
    Jon Ellis about 3 years ago in Invoicing & Finance / Reporting 0 Need more feedback