Firm reports

To access firm reports, choose Reporting > Firm Reports.

Onvio firm reports provide the information you need to track and analyze your firm's work. Choose from the list of reports. Report availability is determined by which products you have licensed. 

For each report, you can perform the following actions.

  • Click Edit to select report options, such as date ranges, sorting, and grouping.
  • Click Open to preview the report in a new browser tab.
  • Click Create to create a copy of the report in PDF, Excel, or rich text format, that you can download to your computer or add to the Documents area.

Most reports also enable you to choose a date range, along with detail and grouping options.

Filtering options are available for all reports.

 

Report Description
Billing Worksheet Comprehensive billing information.
Production Analysis Information about staff time worked and client expenses incurred for the specified period. Helps determine billable percentage, margin, and percentage of time spent on activities.
Project Budget to Actual Shows variances between budgeted and actual hours and amounts per project.
Project Listing Includes staff members involved with the project, due date, and the number of times the project has been extended.
Project Status Tracks project status in greater detail. Includes targeted and actual start dates, budgeted hours and amounts, and targeted and actual completion dates.
Routing Sheet Shows the status of tasks within a project, and indicates which tasks need to be signed off before subsequent tasks can begin.
Task Budget to Actual Shows the variance between budgeted and actual hours and amounts per task. Always detailed by task.
Task Status

Shows the status of project tasks within a selected date range. You can choose and add groupings. 

Shows staff the tasks they need to complete for a project, and by when. Tells staff if they can begin a task and whether the preceding task(s) have been completed. Shows which staff are assigned to different projects, and which tasks are ready to begin, who is working on them, and status of the tasks.
Time and Expense Journal Journal of time and expenses entered for a specified date range. 
Time and Expense Listing A more comprehensive report of time and expenses entered for a specified date range.
Work-in-Process Summary Combines both recap and aging information to provide an overview or summary of the status of work in process (WIP).