• Custom Dashboards
  • Define your own Key Performance Indicators
  • Distributed Reports by Month with automatically retained Report History
  • Data analysis available 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, maximum and count values on grid data.
  • Extract grid data to PDF, Excel, Email or Word.