Report Homepage

Our Reports homepage serves as your hub for all things reporting. Access any type of report from the homepage, customize the way your reports are organized, and more. 

Reports Dashboard

To access your Reports homepage, select Reports on your main navigation bar. 

This will bring you to your main Reports homepage. All of the reports you have downloaded and have access to will be stored here. 

There are six main sections, referred to as Tabs, for your reports:

Billing

Any reports related to billing will be stored here. This includes reports such as "Aged AR," "Line of Credit," "WIP AR Trust," and more. 

Payment Reports

Any reports related to payment distributions or payments made or received will be stored here. This includes reports such as "Credits Applied by Matter," "Payments Received by Timekeeper," and more. 

Accounting

Any reports related to accounting will be stored here. This includes reports such as "1099 Vendors," "Trial Balance," and more. Please note that you must have the Centerbase Accounting Package in order to access accounting reports. 

Timekeeping

Any reports related to timekeeping will be stored here. This includes reports such as "Trial Balance," "Accounts Payable," and more. 

Trust Reports

Any reports related to trust balance will be stored here. This includes reports such as "Trust Activity Details," "Trust Balance By Matter Summary," and more. 

Calendar and Tasks

Any custom reports you've created that pull data from any calendar and task-related items will be stored here. 

Marketing

Any custom reports you've created that pull data for marketing statistics will be stored here.