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Advanced Reporting That Brings Performance Into Focus

Get a clear picture of your firm's operational health and profitability. Our Client Realization, Staff Utilization, Staff Workload, and Accounts Receivable reports provide the clarity you need to make confident, data-backed decisions.
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Powerful Features

Insights for Making Smarter Decisions

Track time spent vs. time billed across clients and service lines. See where you’re writing off revenue, and identify underperforming engagements instantly. Inform strategic pricing and client discussions with hard data.
A professional reviewing a client realization chart in the Firm360 accounting software interface
Measure billable vs. non-billable hours by employee or date range. Set utilization goals and track how your team is performing in real time — so you can coach, reassign, or reward with confidence.
Two professionals reviewing a staff ulitization chart in the Firm360 accounting software interface
See who’s overworked and who has capacity with a bird’s-eye workload report. Filter by date or project type, and reassign tasks with a click. Keep work moving, prevent burnout, and deliver on time — even during peak season.
A professional reviewing the user workload information in the Firm360 accounting software interface
Quickly filter and follow up on overdue invoices by age, service type, or client. Set up recurring reminders for 30 day A/R and integrate follow-ups into team dashboards. Keep your collections proactive, not reactive.
A professional reviewing the client accounts receivable information in the Firm360 accounting software interface
Filter by date range, review logged time, and lock entries post-approval to ensure payroll accuracy. Export clean reports for HR or run pivot tables in Excel. Reduce errors, save time, and build trust with your team.
A professional reviewing the timesheet information in the Firm360 accounting software interface

The all-in-one solution for complete accounting management.

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FAQs

Advanced Reporting: A Closer Look

This FAQ covers some of the most common questions we receive about Firm360’s advanced reporting features. If your question isn’t covered, feel free to visit our Knowledge Base.

Firm360 offers built-in realization reports that compare time spent to time billed, helping you instantly spot underperforming engagements. These insights support data-driven decisions around pricing, scope, and client profitability.

Firm360 includes a robust suite of reports covering realization, staff utilization, WIP aging, A/R tracking, and more. You can filter by date, department, client, or service line to analyze exactly what’s driving revenue — or draining resources.

Yes. Firm360 tracks billable vs. non-billable hours across your team, letting you view utilization by staff member, department, or firm-wide. With real-time dashboards, you can coach proactively and optimize team performance.

By visualizing workload across all staff, Firm360 enables managers to quickly reassign tasks and avoid overloading any one team member. Workload distribution reports make it easy to keep teams productive without burning them out.

Absolutely. Firm360 allows you to tailor reports to your firm’s unique performance indicators — whether that’s realization by service line or turnaround time per engagement. You can also save and reuse custom filters for quick access.

Firm360 lets you drill into profitability by client, employee, or service type. With clear views of billable time vs. collected revenue, you’ll identify which areas are most profitable — and which may need a pricing or process adjustment.

You can instantly filter work-in-progress or aged receivables by service type, client, or age bracket. Set reminders or integrate follow-ups into dashboards to keep cash flow healthy and reduce collections lag.

Yes. Firm360 allows you to export clean, structured reports into Excel or CSV formats. Many firms use this to build pivot tables or integrate with external financial planning models — without manual cleanup.

Firm360’s reports make team activity visible without constant check-ins. You can see time logged, task completion, and project pacing at a glance — enabling supportive leadership, not micromanagement.

The system flags slow-moving or over-budget projects with real-time tracking and color-coded dashboards. This proactive visibility lets you course-correct before the issue affects delivery or profitability.

Absolutely. Firm360’s cloud-based reporting works from anywhere, so partners and managers can access up-to-date insights on team performance and client work — even when they’re out of the office.

By surfacing trends in realization, utilization, and client demand, Firm360 equips you to make informed strategic decisions — whether it’s expanding services, reallocating talent, or adjusting pricing.

Firm360’s customer support team is known for its hands-on guidance. Whether it’s your first report or you need help customizing your dashboard, we’ll help you get the insights you need, fast.

Unlike spreadsheets, Firm360 gives you real-time, actionable insights without the manual updates or risk of errors. Everything ties back to the work being done — so your data is always current, complete, and context-rich.