Report: Difference between revisions

Latest revision as of 10:40, 21 May 2025

ContactsLaw provides access to reports, which can be generated on-demand or according to a schedule.

You can view reports within the Desktop App or generate a document for printing, sharing and viewing offline. Most reports can also be exported in Microsoft Excel (.xlsx) or Comma-Separated Values (.csv) formats.

Properties

All reports have the same basic structure:

Title which includes contextual information (e.g. the period)
Options governing the generation of the report, as well as their default values
Results, usually consisting of one or more tables. These may include totals and grouping rows.

Available Reports

Accounting

Chart of Accounts - Lists accounts and their current balances.
Reconciliation Statement - Summaries a reconciliation and lists any unpresented payments or outstanding deposits.
Transaction Listing - Lists transactions debiting/crediting a particular account or ledger.

General

Aged Creditors - Lists creditors with unpaid invoices and groups outstanding amounts based on the number of days overdue.
Balance Sheet¹ - Lists asset and expense accounts and their balances as at a given date.
Profit & Loss¹ - Lists income, expense and owner's equity accounts and their net debit/credit activity over various periods.
Sales Tax (GST) - Lists transaction line items that fall within various categories designed to assist in the lodgement of a Business Activity Statement (BAS).
Trial Balance - Lists accounts and their debit/credit activity up to and including a given date.

¹ These reports are always presented on an accrual basis.

Trust

Debit Balances - Lists transactions that result in a debit balance on a trust or controlled money ledger.
Journal Transfers - Lists trust journal transfers for audit purposes.
Ledger Balances - Lists the balance on each trust ledger (matter).
Ledger Titles - Lists changes to the title of trust ledgers (in accordance with Legal Profession Regulations).
Payments Cash Book - Trust payments cash book (for audit purposes).
Receipts Cash Book - Trust receipts cash book (for audit purposes).
Register of Controlled Money - Lists controlled money accounts and their current balances, along with the matters to which they relate.
Register of Powers & Estates - Lists powers and estates for audit purposes.
Transit Money - Lists transit money for audit purposes.
Trust/CMA Statement - Lists transactions affecting a particular trust ledger for a given period (in accordance with Legal Profession Regulations).

Billing

Aged Debtors - Lists debtors with unpaid invoices and groups outstanding amounts based on the number of days since the invoice was issued.
Bad Debts - Plots invoices written off versus the months in a given financial year.
Sales - Plots amounts billed for invoice items (excluding disbursements and interest) versus the months in a given financial year.
- Sales by Member - Shows the distribution of the sales figure for a given period over the members responsible.
- Sales by Matter - Shows the distribution of the sales figure for a given period over the matters involved.
Time - Plots billable time versus the months in a given financial year.
- Time by Member - Shows the distribution of the time figure for a given period over the members responsible.
- Time by Matter - Shows the distribution of the time figure for a given period over the matters involved.
Recovery - Plots invoice payments received versus the months in a given financial year.
- Recovery by Member - Shows the distribution of the recovery figure for a given period over the members responsible.
- Recovery by Matter - Shows the distribution of the recovery figure for a given period over the matters involved.

CRM

Demographics - Groups contacts into categories based on demographics such as age, gender or industry. Custom fields can also be used.

Matters

New Matters - Plots the number of new matters created versus the months in a given financial year.
Overview - Lists matters and current balances for WIP, unbilled disbursements, debtors and trust.

Compliance

Since subscribers have the ability to customise the templates used for reports, care must be taken to comply with Legal Profession Regulations in the relevant jurisdiction.

Common requirements include:

Page numbers (always starting from 1)
Name and signature of the authorising member
Date that the report was generated

CPMS is not responsible for non-compliance arising from customised report templates.

@@ Line 1: / Line 1: @@
-[[ContactsLaw]] provides access to '''reports''', which can be generated on-demand or according to a [[Daemon job|schedule]]. Reports may be built-in (available to all [[Subscription|subscribers]]) or implemented via plug-ins or extensions.
+[[ContactsLaw]] provides access to '''reports''', which can be generated on-demand or according to a [[Daemon:Job|schedule]].
-You can view reports within the [[Desktop App|Desktop]] and [[Web App|Web]] applications, or generate a [[document]] for printing, sharing and viewing offline. Most reports can also be exported in Microsoft Excel (.xlsx) or Comma-Separated Values (.csv) formats.
+You can view reports within the [[Desktop App]] or generate a [[document]] for printing, sharing and viewing offline. Most reports can also be exported in ''Microsoft Excel'' (<code>.xlsx</code>) or ''Comma-Separated Values'' (<code>.csv</code>) formats.
-== Built-In Reports ==
+== Properties ==
+All reports have the same basic structure:
-=== Accounting ===
+* '''Title''' which includes contextual information (e.g. the period)
+* '''Options''' governing the generation of the report, as well as their default values
+* '''Results''', usually consisting of one or more tables. These may include totals and grouping rows.
-* '''Chart of Accounts''' - Lists [[Account|accounts]] and their current balances.
+== Available Reports==
-* '''Reconciliation Statement''' - Summaries a [[reconciliation]] and lists any unpresented payments or outstanding deposits.
-==== General ====
+===Accounting===
+*'''Chart of Accounts''' - Lists [[Account|accounts]] and their current balances.
+*'''Reconciliation Statement''' - Summaries a [[reconciliation]] and lists any unpresented payments or outstanding deposits.
+*'''Transaction Listing''' - Lists [[Transaction|transactions]] debiting/crediting a particular account or [[ledger]].
-* '''Aged Creditors''' - Lists [[Creditor|creditors]] with unpaid invoices and groups outstanding amounts based on the number of days overdue.
+===General===
-* '''Balance Sheet''' - Lists asset and expense accounts and their balances as at a given date.
+*'''[[Report:Aged Creditors|Aged Creditors]]''' - Lists [[Creditor|creditors]] with unpaid invoices and groups outstanding amounts based on the number of days overdue.
-* '''Profit & Loss''' - Lists income, expense and owner's equity accounts and their net debit/credit activity over various periods.
+*'''Balance Sheet¹''' - Lists asset and expense accounts and their balances as at a given date.
-* '''GST (Sales Tax)''' - Lists [[transaction]] line items that fall within various categories designed to assist in the lodgement of a Business Activity Statement (BAS).
+*'''Profit & Loss¹''' - Lists income, expense and owner's equity accounts and their net debit/credit activity over various periods.
-* '''Trial Balance''' - Lists accounts and their debit/credit activity up to and including a given date.
+*[[Report:Sales Tax|'''Sales Tax''']] (GST) - Lists [[transaction]] line items that fall within various categories designed to assist in the lodgement of a Business Activity Statement (BAS).
+*'''Trial Balance''' - Lists accounts and their debit/credit activity up to and including a given date.
+¹ These reports are always presented on an accrual basis.
-==== Trust ====
+===Trust===
+{{Hatnote|text=Important: Refer to [[Report#Compliance|compliance information]] below}}
+*'''Debit Balances''' - Lists transactions that result in a debit balance on a trust or controlled money ledger.
+*'''Journal Transfers''' - Lists trust journal transfers for audit purposes.
+*'''Ledger Balances''' - Lists the balance on each trust ledger ([[matter]]).
+* '''Ledger Titles''' - Lists changes to the title of trust ledgers (in accordance with Legal Profession Regulations).
+*'''Payments Cash Book''' - Trust payments cash book (for audit purposes).
+* '''Receipts Cash Book''' - Trust receipts cash book (for audit purposes).
+*'''Register of Controlled Money''' - Lists controlled money accounts and their current balances, along with the matters to which they relate.
+*'''Register of Powers & Estates''' - Lists [[Trust:Power|powers and estates]] for audit purposes.
+*'''Transit Money''' - Lists [[Transit Money|transit money]] for audit purposes.
+*'''Trust/CMA Statement''' - Lists transactions affecting a particular trust ledger for a given period (in accordance with Legal Profession Regulations).
-* '''Debit Balances'''
+===Billing===
-* '''Deposit Slips'''
+*[[Report:Aged Debtors|'''Aged Debtors''']] - Lists debtors with unpaid invoices and groups outstanding amounts based on the number of days since the invoice was issued.
-* '''Journal Transfers'''
+* '''Bad Debts''' - Plots invoices written off versus the months in a given financial year.
-* '''Ledger Balances'''
+*[[Report:Sales|'''Sales''']] - Plots amounts billed for [[invoice]] items (excluding disbursements and interest) versus the months in a given financial year.
-* '''Ledger Titles'''
+**'''Sales by Member''' - Shows the distribution of the sales figure for a given period over the [[Member|members]] responsible.
-* '''Payments Cash Book'''
+**'''Sales by Matter''' - Shows the distribution of the sales figure for a given period over the [[Matter|matters]] involved.
-* '''Receipts Cash Book'''
+*'''Time''' - Plots billable [[Time Record|time]] versus the months in a given financial year.
-* '''Register of Controlled Money'''
+**'''Time by Member''' - Shows the distribution of the time figure for a given period over the members responsible.
-* '''Register of Powers & Estates'''
+**'''Time by Matter''' - Shows the distribution of the time figure for a given period over the matters involved.
-* '''Transit Money'''
+*'''Recovery''' - Plots invoice payments received versus the months in a given financial year.
-* '''Trust/CMA Statement'''
+**'''Recovery by Member''' - Shows the distribution of the recovery figure for a given period over the members responsible.
+**'''Recovery by Matter''' - Shows the distribution of the recovery figure for a given period over the matters involved.
+===CRM===
+*'''Demographics''' - Groups [[Contact|contacts]] into categories based on demographics such as age, gender or industry. [[Custom Field|Custom fields]] can also be used.
+===Matters===
+*'''New Matters''' - Plots the number of new matters created versus the months in a given financial year.
+*'''Overview''' - Lists matters and current balances for WIP, unbilled disbursements, debtors and trust.
-=== Billing ===
+==Compliance==
+Since [[Subscription|subscribers]] have the ability to customise the [[Document Template|templates]] used for reports, care must be taken to comply with Legal Profession Regulations in the relevant jurisdiction.
-* '''Aged Debtors''' - Lists debtors with unpaid invoices and groups outstanding amounts based on the number of days since the invoice was issued.
+Common requirements include:
-* '''Bad Debts''' - Plots invoices written off versus the months in a given financial year.
-* '''Sales''' - Plots amounts billed for [[invoice]] items (excluding disbursements and interest) versus the months in a given financial year.
-** '''Sales by Member''' - Shows the distribution of the sales figure for a given period over the [[Member|members]] responsible.
-** '''Sales by Matter''' - Shows the distribution of the sales figure for a given period over the [[Matter|matters]] involved.
-* '''Time''' - Plots billable [[Time Record|time]] versus the months in a given financial year.
-** '''Time by Member''' - Shows the distribution of the time figure for a given period over the members responsible.
-** '''Time by Matter''' - Shows the distribution of the time figure for a given period over the matters involved.
-* '''Recovery''' - Plots invoice payments received versus the months in a given financial year.
-** '''Recovery by Member''' - Shows the distribution of the recovery figure for a given period over the members responsible.
-** '''Recovery by Matter''' - Shows the distribution of the recovery figure for a given period over the matters involved.
-=== Matters ===
+* Page numbers (always starting from 1)
+* Name and signature of the authorising [[member]]
+* Date that the report was generated
-* '''New Matters''' - Plots the number of new matters created versus the months in a given financial year.
+[[CPMS]] is <u>not</u> responsible for non-compliance arising from customised report templates.
-* '''Overview''' - Lists matters and current balances for WIP, unbilled disbursements, debtors and trust.
+[[Category:Reports]]