Define your own Key Performance Indicators
Distributed Reports by Month with automatically retained Report History
Data analysis avaialble for fees,expenses, work in process, accounts payable, accounts receivable, trust, advances and general ledger.
View the effect of Journal Entries in the General Ledger before they are posted.
Save your analysis as a dashboard report and share with anyone at your firm.
Order, group, sort, filter, sum, average, minimum, maximim and count values on grid data.
Extract grid data to PDF, Excel, Email or Word.