Work, Staff & Office Management

Consolidated Report

11 reports come off this one screen, and 3 things you can do from inside it without opening another. Every one is named below, with what it actually answers — so you can tell before a demo whether this is the screen you have been doing by hand.

Reports
11
Actions
3
Module
Work, Staff & Office Management

Reports from this screen11 reports

  1. Pending Tasks, Whole Office

    Every open job across every service the practice sells, in one number — not one service type at a time.

  2. Priority Tasks, Whole Office

    Everything flagged urgent anywhere in the firm.

  3. Not Started, Whole Office

    Work allocated and never opened, across all services at once — the figure that says whether the firm has a capacity problem or an allocation problem.

  4. Long Due, Whole Office

    The firm's whole quiet backlog in a single figure.

  5. With Pending Issues, Whole Office

    Everything blocked anywhere, whatever service it belongs to.

  6. Task Due Today, Whole Office

    Today's commitments across the entire practice.

  7. Task Due Within 7 Days, Whole Office

    The firm's week ahead in one number.

  8. Task Crossed Due Date, Whole Office

    Everything already late, firm-wide.

  9. Tasks Completed In A Financial Year

    What the office actually finished in any year back to 2004, chosen from the list.

  10. Every Service Against Every Person

    The matrix behind the totals: each of the firm's fifty-plus services down the side, every member of staff across the top, and a total on each row. One screen showing exactly who is carrying which service.

    Cut byTask typeOne column per staff memberRow total

  11. Tasks Due Between Two Dates

    The second tab: name any two dates and read the same breakdown for work falling due between them, or for work that has already crossed its date.

Actions you can take from this screen3 actions

  1. Consolidate the branches that share a financial year

    The report adds up across offices on the same year end — which is the rule the whole product follows, not a limitation of this screen. Branch choice stays limited to the offices you are permitted to see.

  2. View all services

    Task types can be access-restricted per user, but this report shows all of them for a branch you are permitted to see. A partner gets the true firm-wide figure without having to be given day-to-day access to every service.

  3. Search for a staff member

    Search the staff columns by name rather than scrolling a table twenty-two people wide.

Where to go next

Other screens in Work, Staff & Office Management with reports of their own:

See this screen on a demoPricing