Reports overview

The Reports section is in active development. Today, opening Reports from the sidebar shows a “Coming soon” placeholder. Below is what’s planned, plus the views that already answer the most common practice-management questions.

What’s planned

When Reports ships, it will be a unified analytics surface with:

What you can use today

The platform already exposes many of these slices through the workflow and billing surfaces — just not as a dedicated Reports section.

Pipeline metrics

Open Workflow from the sidebar → switch to the Calendar or Kanban view to see the entire engagement pipeline at a glance. The Pipeline builder shows stage-level structure but doesn’t yet expose throughput stats.

For a count of engagements in each stage:

1. Open the workflow Kanban view.
2. Each column header shows the count.
3. Filter by return type, preparer, or due range using the filters above the board.

Workload by assignee

In the Tasks workspace:

1. Scope: All (admin or partner only).
2. Group by: Assignee.
3. Sort: Due date, ascending.
4. Show completed: off.

One column per teammate — the count and due-date distribution is your workload report.

Billable hours

The Billing → Time (Phase 7) tab shows the time-entry list with filters by user, client, date range, and billable flag. The summary at the top sums billable plus non-billable hours for the current filter.

There’s no chart yet — but the filtered list and CSV export give you the raw data for any spreadsheet analysis.

Revenue and AR

Inside Billing (Phase 7):

• Invoices tab — filter by status = Outstanding for AR exposure.
• Per-client summary on the client profile shows outstanding and overdue totals.

There’s no firm-wide revenue chart yet — but the invoices list is filterable and exportable.

Engagement throughput

A rough proxy:

1. Open the workflow page → switch to the table view.
2. Filter status = Completed.
3. Sort by completed date, descending.

Counts won’t aggregate, but you can scan recency.

Why not ship partial Reports?

The team chose to defer Reports until the underlying data is stable:

1. Pipeline stage definitions are still flexible per-firm — analytics that assume stage stability would break on every pipeline change.
2. Billing data stabilized late in V1 — Stripe integration and invoice idempotency landed close to launch.
3. Time tracking is shipped but new — needs a season of data to validate reports.

A half-built Reports section that mixes “real” engagement data with “approximate” billing data would mislead more than help.

When it ships

Reports is on the post-V1 roadmap. Expect a phased rollout — pipeline metrics first, then billing, then time analytics. Each shipped report will land with documented filters and export.

Exports today

Most data views in the platform support a CSV download:

Until in-app reports ship, exporting and spreadsheet analysis is the path.

Permissions

When Reports ships, the expected permission is View reports, with Export reports for downloading. Owners and partners will see everything; staff will see only data they have access to (their assigned clients, their own time, their tasks).

The current placeholder is gated by the View reports permission — non-permissioned users see a “Forbidden” notice rather than the coming-soon graphic.

Next

• Tasks views, filters, grouping — workload analysis today.
• Billing overview (Phase 7) — revenue and time slices.
• Engagements overview — pipeline visibility.