The numbers a managing partner asks for, without asking finance.
Because everything sits on one database, reports do not need exports and joins. WIP, ageing, utilisation and profitability come from the same records the work was done in.
- Module
- IN-02
- Used by
- Partners, finance, operations
- Reads
- Every module
- Package
- All packages
What Reports & Analytics does.
Operational reports
WIP, AR ageing and AP ageing, ready out of the box.
Report categories
Financial, productivity, client-work and other categories with partner quick reports.
Financial pack
A downloadable spreadsheet pack for partners’ meetings and lenders.
Custom report builder
Build reports by choosing fields, filters and groupings.
AI report builder
Describe the report in plain English and let Firmlytics build it.
Templates and schedules
Save report templates and schedule them to arrive by email.
Ask for it. Review it. Done.
Wisp works here through the same layer as the screens, with your permissions and the firm’s approval rules. How Wisp works.
- “Email me the WIP report every Monday at 9.”Report schedules
- “Which clients are below 30% margin this year?”Profitability · answer
Same data, one step away.
Firms that rely on it most.
Reports & Analytics: common questions.
Can reports be scheduled?
Yes. Saved report templates can be scheduled for regular delivery.
Is there a WIP report?
Yes. WIP, AR ageing and AP ageing are built-in operational reports.
See your firm run on one system.
A 45-minute walkthrough on your own workflows: one client job, from intake and conflict check to invoice, ledger and GST return.