Advanced Reporting That Brings Performance Into Focus
Insights for Making Smarter Decisions





The all-in-one solution for complete accounting management.
Get a DemoAdvanced Reporting: A Closer Look
How does Firm360 help me track realization rates across clients and services?
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.
What types of reports can I generate in Firm360?
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.
Can I see staff utilization rates in real time?
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.
How does Firm360’s reporting help prevent staff burnout during peak seasons?
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.
Can I customize reports to fit my firm’s KPIs?
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.
What insights can I get about my firm’s profitability?
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.
How does Firm360 support WIP and A/R tracking?
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.
Is it easy to export reporting data for further analysis?
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.
Can I monitor team performance without micromanaging?
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.
How quickly can I spot a project that’s falling behind or going over budget?
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.
Will reporting work for my hybrid or remote team?
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.
How does reporting in Firm360 help with firm growth planning?
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.
What if I need help building the right report?
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.
How does Firm360’s reporting stack up to spreadsheets or basic tools?
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.