Run reports and export the data

Read the firm's analytics — workload, deadlines, client risk, on-time performance — and export the numbers behind them.

Who this is for: owners and managers. Employees see reports only if the firm's owner grants their role report permissions.

Before you start

• You need to be signed in. Reports cover your own firm's data only.
• What you see depends on two things: your role's report permissions (set by the firm owner; the owner always sees everything) and your firm's plan (some reports and export formats name the plan that unlocks them).

Steps

1. Open the Reports page. You land on the first tab your role can see. There are five tabs: Overview, Workload, Deadlines, Clients, and Performance.
2. Read the tab you need:
   • Overview: firm health right now — active and overdue tasks, this month's completion rate, average days to complete over the last 30 days — plus blocked tasks (work waiting on a client or not yet started, due within 14 days).
   • Workload: how work is distributed across the team. Unassigned tasks are counted separately, and anyone carrying more than 20% of all overdue tasks is flagged.
   • Deadlines: the next 60 days of deadlines in four windows (this week, next week, this month, next month), grouped by task type so seasonal crunches stand out.
   • Clients: clients ranked by operational drag — a risk score built from overdue work, tasks waiting on the client, and slower-than-average completion — labeled high, medium, or low.
   • Performance: on-time rate per task type over the last 12 months (anything under 90% is flagged), a 12-month productivity trend with this-month vs last-month, and a compliance overview across five categories split federal/provincial.
3. To export, use the export button on a report and pick a format: CSV, Excel, or PDF. Formats your plan does not include appear locked.

What can go wrong

• If you see "access denied" instead of reports: your role has no report permission. The firm owner can grant report access per role in settings.
• If a report shows an upgrade notice instead of data: that report is not in your firm's plan; the notice names the plan that includes it.
• If the export button is disabled or a format is locked: your plan includes no export format (or not that one). CSV and Excel arrive at a lower plan than PDF.
• If exporting does nothing but shows a warning: the report has zero rows; an empty file is never produced.

Limits

• Employees have no report access by default; access is granted per role by the firm owner.
• Report windows are bounded on purpose: average completion time looks at the last 30 days, performance and productivity at the last 12 months, and client health at the last 24 months.
• On-time means completed on or before the due date.

Reference