This article explains how to generate the Average Cost Summary report in Unity® Practice Management.
The Average Cost Summary report shows the average cost by case-type and will help you to complete your professional indemnity.
How to Access the Average Cost Summary Report
Follow the steps below to access the Average Cost Summary Report:
- Go to your Reports page.
- Type ‘Average’ in the Filter & Options search bar and select Money and Finance as your Report Category.
- Select the Average Cost Summary report, and a report generation page will open.
If the Average Cost Summary report is required often, click on the star next to it to make it a favourite, and it will show in the Favourite Reports section.
Generating the Average Cost Summary Report
- Select the Date Range required.
- Click the Preview drop-down arrow to select your preferred preview option.
- Click Report, and a new window will open with your report.
Report Data
You will find the data below in the report:
| Case Type | Case types as specified by your practice. |
| Bills Posted | The number of bills allocated to the case type within the period selected |
| Total Cost | The sum of the profit costs allocated to the case type within the period selected, this value includes bills and credit notes. |
| Average Costs | The average of the profit costs allocated to the case type within the period selected, this value includes bills and credit notes. |
| Minimum Cost | The minimum amount of profit costs allocated to the case type within the period selected; this could be a minus value if a credit note is recorded within the period. |
| Maximum Cost | The highest value of profit costs allocated to the case type within the period selected. |
| The report is only accessible to users who are allocated the role of a Practice Manager or Partner. |
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