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Cost Consulting Reporting Services
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ByCost Consulting
Cost Consulting provide the following reports out of the box:
- All matters
Lists all matters for which instruction was received in the date period specified. - My Work-list
Lists all matters that are currently being worked on. - Draft & Taxation Volume
Lists all matters that have a debit date or a taxation date and that falls into the date range specified. It shows the amount of fees generated for the specified period. - Draft & Taxation Summary
Lists a summary of all matters that have a debit date or a taxation date and that falls into the date range specified. It shows the amount of fees generated for the specified period. - Upcoming Taxation
Lists all matters for which there exists a taxation appointment in the future. - Current File Location
Shows the current file location of matters. - Client Progress
Lists all matters that are marked as active and that have not been completed yet. - Unpaid Matters
Lists all matters that have an outstanding balance. - Unpaid Matters – Client Summary
Lists a summary of all matters that have an outstanding balance. - Overdue Matters
Lists all uncompleted matters with instruction dates for the period specified, and where the due date is in the past. - Overdue Matters (X Days)
Lists all uncompleted matters with instruction dates for the period specified, and where X days (per selection) have elapsed since the instruction date. - File Per Consultant
Shows the number of files currently booked in with a consultant.
All our reports works on the same basis. Select your criteria and submit. All reports can also be exported to excel if required and online reports are searchable. In addition all reports can be printed directly to any printer on your network.