This article describes the features of Reports within Unity® Practice Management and shows the range of reports available.
Overview
The Unity® Practice Management experience offers a complete range of reports in the following categories:
- Search Reports
- AML Usage
- Pinpoint Usage
- Monthly Reports
- Weekly Reports
Search Reports
An area containing all available reports, you can:
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Filter by report Categories:
- Money & Finance
- Cases
- Clients & Contacts
- Legal aid agency
- Management
- Time recording and work in progress
- Mark Reports as Favourites
AML Usage
A list of all AML activity within your organisation listing:
- Time and date of reports
- User
- The relevant Member
- The type of check
- The Client involved
Pinpoint Usage
An add-on that requires permission to access
Monthly Reports
A list of reports run by month and year, with hyperlinks to each report
Weekly Reports
A list of reports run by week, with hyperlinks to each report