Available Firm Reports
The Firm reports that are available in Reports Manager are listed below.
Click a CCH
CCH Firm Report |
Practice Management Report | Practice Advantage Report | Description |
---|---|---|---|
Client List | Not Available | Not Available | Allows firms to view or print basic information about clients, such as addresses, phone numbers, email addresses, and statuses. |
Client Notes | Not Available | Not Available | Includes the client notes and can be sorted by any of the columns on the report. You can choose to view the full note or set the report to show a summary note. |
Client Profile | Client Listing | Client List |
Shows client information from the client profile as well as assignment and billing detail. Note: You must be granted the following Practice - Time Capture functional rights to view costs and/or amounts in this report:
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Contact List | Not Available | Contact List | Displays detail about the contacts created for clients. |
Notifications | Not Available | Not Available | Provides a list of notification details for the staff selected. |
Staff List | Not Available | Employee List |
Displays general, address, phone, staff assignment, bill rate, and administrative payroll attributes for each staff. Notes:
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