Reporting

Email summary of upcoming deadlines and/or reminders of work to be completed.

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.

Extract all the information is in the portal in one spreadshet

Add Revenue vs Cost Reporting View profitability within a given time period Segment profitability reporting by Client Service Client Manager/ Partner Assign non-time client costs Allocate practice costs

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...

All of the information on fees is in BM so a report would be extremely useful.

I would like to be able to download the fee projections as an excel file.

We need a report to be able to see which clients have bespoke automation attached to them and the terms associated with that automation At the moment this can only be seen by going into each client individually and clicking on the automation tab