Practice workspace / Practice reports
Review client work and money across the practice
Owners and managers use practice reports to see overdue work, team workload and the practice’s financial position.
S SecureWire Workflow illustration
Example workflow
ExamplePractice reports
Example clientExample steps
Open Practice, ReportsIn progress
JLChoose a reportNot started
SKFilter and save a viewNot started
AMExport to CSVNot started
JLOpen Practice, Reports01 / 04
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work
Owners and managers can find overdue work, time by client and amounts owed in practice reports, with CSV exports for further review.
How it works
- Open Practice, Reports
- Choose a report
- Filter and save a view
- Export to CSV
Review work and deadlines
Overview covers clients, documents, reminders, approval turnaround, escalations, deadlines and workload. Workflow reports show overdue work, upcoming deadlines, waiting on clients, returned work and completion time.
Choose a reportReview time and money
See time and WIP, revenue, amounts owed, time by client and client profitability. Operations includes recurring health. Save views and export reports to CSV.
Filter and save a viewRelated features
Continue with the related work
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.