Reports and Dashboards
Generate Statements (Analytical Reporting)
Last Updated: December 24, 2024● Deeper Insights: Utilize this module for in-depth analyses, including: Benefits of LawAccounting Reports and Dashboards:
Management Reports
Last Updated: December 24, 2024● Financial Overviews: Gain a clear picture of your firm’s financial performance through comprehensive reports like: ● Generating Management Reports: Understanding Report Formatting:
Reports and Dashboards
Last Updated: December 24, 2024LawAccounting equips you with a robust reporting and dashboarding suite designed to empower informed decision-making. Explore three distinct report categories.
Standard Accounting Reports
Last Updated: December 24, 2024● Streamlined Reporting: Leverage Salesforce’s built-in reporting features for standard accounting reports like: ● Accessing Standard Reports: ○ Navigate to the Reports tab within the desired module (e.g., Revenue, Expense, Trust). ● List of Standard reports included in the package (This list keeps on growing, please check the latest release notes) Category Report Description Accounts Receivable (AR)...
