Help centre / Desk / Packs
Read the partner reports
The partner reports put the firm’s numbers on one page: what’s been billed and paid, what’s still owed, work in progress, time against target, and where new matters came from.
-
Open the reports
Go to Reports
Press Partner reports.
-
Pick the period
Choose This financial year, Last financial year, The last three months, This month or Last month. For anything else, choose Choose the days, set From and To and press Show.
-
Read the totals
The top of the page gives Billed, Owed now, Work in progress, Profit on matters, Time recorded against the target, and New matters.
-
Look closer
Further down:
- What’s owed, by age
- Fee earners
- Teams and Types of work
- What each matter made
- Key dates coming up, and Where new matters came from
- Undertakings and complaints still open, with the Legal practice pack
Press CSV beside any table to take it into a spreadsheet.
-
Have them emailed each month
Under Monthly email, tick who should get last month’s numbers on the first of each month, and press Save.
Making profit figures right
Profit uses what each person’s hour costs the firm. An admin sets it in Settings, under Bills and rates, as What their hour costs the firm and against each grade.
If something goes wrong
It says partner reports are for Desk admins. Ask one of your Desk admins for a copy, or to make you an admin.
Still stuck? Write to [email protected] and we'll get back to you.