Steps:

 

  1. Log into startaz.io
  2. Locate and click on the Office Administration module
  3. Click on the Management Reports dropdown menu
  4. From the presented options select the report you wish to view

 

The reports offered

  • Performance Report Staff – This report assesses the performance of individual staff members within an organization in terms of fees collected, fee earned etc
  • Performance Report File Type – This report focuses on evaluating the overall performance of different types of client files or cases handled by the firm. i.e. what has been billed, collected, uncollected etc
  • Client Balances Report - This report provides a summary of all outstanding balances owed by clients
  • Client Statement – This is a detailed report that provides an overview of all transactions that have occurred for a client over a specified period such as payments made, payments received
  • Statement of Account – This report provides a summary of all transactions between the firm and a client
  • Directors Drawings Report - This report details the withdrawals made by company's directors from the business i.e. for personal use
  • Earning Per Client - This report shows the revenue generated from each individual client over a specified period
  • Earning Per File Type - report categorizes earnings based on different types of files or cases handled by the firm
  • Earning Per Fee Earner - This report details the amount earned by individual fee earners

 

 

NB: At the bottom of the page click on print or Export to Excel should you need a copy of the report.