This article explains how to generate the Practice Summary report in Insight Legal.
The Practice Summary report can cover the financial year or the next 12 periods, by year and branch.
Generating the Practice Summary Report
- Click Reporting
Select Practice Summary from the Performance column
Click on the image to enlarge - You will be navigated to the report generation screen, fill in the following details:
- Report on
- Year
- Branch
Once done, click Run