Reports
Prebuilt template reports across 9 categories, plus a custom report builder — fully configurable columns, filters, grouping, and multi-format export.
Overview
The Reports module is FRITH's structured data extraction engine. Where Analytics provides live charts and firm-wide metrics, Reports provides precise tabular data extracts for any date range, with column-level control, conditional filtering, row grouping, and export to CSV, Excel, or PDF. It is the module used for regulatory submissions, accountant file packages, partner profit-share calculations, law society inspections, and any other context where specific data must be extracted in a specific format.
The module offers two modes: Template Reports (prebuilt by FRITH covering all major reporting categories), and Custom Reports (built by the firm using the Report Builder Wizard). Template reports can be duplicated and customised to create firm-specific variants. Every report run is logged in the History panel for audit purposes.
Report Categories
Financial
Revenue, collections, AR aging, WIP value, write-offs, realization rate. The primary category for accountant packs and financial year reporting.
Trust
Trust ledger by client/matter, trust reconciliation statements, trust audit trail, and trust transaction history. Required for law society trust audits.
Time & Billing
Time entries by attorney, by matter, or by date range. Billing by fee type (hourly, fixed, contingency). Unbilled time summary. Billing efficiency metrics.
Productivity
Attorney productivity metrics, AI usage by attorney, workflow automation statistics, document processing volumes, and estimated time savings.
Matter
Matter list by status, practice area, responsible attorney, or date range. Matter lifecycle metrics: days to close, average matter value, matter type breakdown.
Client
Client list with status, matter count, total billed, and last activity date. Client retention metrics, new clients by period, client source breakdown.
Lead / Intake
Lead pipeline status, lead source breakdown, conversion rates by source and practice area, average time from lead to converted client.
Expense
Firm expenses by category, by date range, and by matter. Expense reimbursement status. Disbursement billing performance.
Custom
Reports built by the firm using the Report Builder Wizard. Custom reports can define their own data source, columns, default filters, and grouping — saved and available to all administrators.
Running a Template Report
Select Templates
Open Reports from the sidebar. Click the Templates toggle (default view). Browse or search for the report you need. Use the category filter to narrow to Financial, Trust, Time & Billing, etc.
Click the report to run it
Click the report name or "Open report." The report runs for the current date range (default: current month) and loads the data table.
Adjust the date range
Use the date range selector at the top to change the period. The report reruns automatically when the date range changes.
Manage columns
Click the Columns button to show, hide, or reorder columns. Choose only the columns you need for the current use case — a report with 25 columns is harder to read than one with 8 relevant ones.
Apply filters
Click Filters to add conditional filters. For example, on a Time & Billing report: filter to a specific attorney, or filter to matters with billed amount > $10,000. Multiple filters can be stacked.
Group rows (optional)
Click Group By to group the report rows by a field — for example, group time entries by attorney, or group invoices by practice area. Each group shows sub-totals for numeric columns.
Export
Click Export and choose CSV, Excel, or PDF. The export includes all rows matching the current filters (up to the server-side limit of 10,000 rows).
Custom Report Builder
The Report Builder Wizard creates reports tailored to the firm's specific needs. Custom reports persist in the system and can be run by any administrator at any time.
Duplicate and Customise a Template
Template reports cannot be edited directly — they are managed by FRITH and updated with new fields as the platform evolves. To create a firm-specific version of a template report, click "Duplicate and customise" from the report card or the report detail view. This creates a copy of the template in the Custom reports section, which can be freely edited, renamed, and saved with custom defaults.
Report History
Every report run is logged in the History panel with: the date and time it was run, the date range parameters used, the number of rows returned, and the execution time. From the History panel, past report runs can be re-run with the same parameters — useful for reproducing a report delivered to an external party (accountant, regulator) at a specific date.
Report management principles
- • Build a library of named custom reports for recurring use cases: "Aged Debtors – 60+ Days", "Monthly Billing Summary by Attorney", "Trust Ledger – All Clients". Running a named report takes 10 seconds; rebuilding filters from scratch every time wastes 5 minutes and introduces inconsistency.
- • Save report views for different audiences. The same base report can be saved as "Partner View" (revenue and margin) and "Finance View" (every transaction detail). Different stakeholders get the right level of detail without separate report setups.
- • Use the History panel before re-running a regulatory report. If you submitted a trust audit report on a specific date, the History panel lets you reproduce it exactly with the same parameters — critical if the auditor has a query later.
- • Do not confuse Reports and Analytics. Analytics is for trend analysis and performance review (charts, ratios, period comparisons). Reports is for data extracts (specific records, specific fields, specific periods). Both are needed; they are not interchangeable.
Frequently Asked Questions
How many rows can a report return?
The report table preview shows up to 100 rows. The full export (CSV, Excel, PDF) includes up to 10,000 rows. For data sets larger than 10,000 rows, split the date range into smaller periods and run multiple exports, or contact support to discuss bulk data export options.
Can I schedule a report to run automatically and email it?
Report scheduling (automated runs at a set frequency, emailed as attachments) is on the FRITH roadmap. Currently, reports must be run manually. As a workaround, set a recurring calendar reminder to run key reports at month-end.
Can I share a report with someone who doesn't have a FRITH account?
Export the report as a PDF or Excel file and share it via email. The export is a static snapshot at the time of export and does not require the recipient to have FRITH access.
Are custom reports visible to all team members?
Custom reports are visible to all Administrators. Member-role users can view and run reports but cannot create or edit them. Viewer-role users cannot access the Reports module. Configure role access under Organisation → Settings → Role Permissions.