One of the most desirable feautures from any practice management system, including Time Matters, is an automated reporting module. Unfortunalely that doesn’t exist.
However, we think it is a great idea – so we created it.
– TM Reporter –
Automated Reporting Module for Time Matters
When You Want Them,
Emailed Automatically to Whomever You Designate
You can not manage effectively if you don’t have reports.
Reports enable you to measure your progress against your objectives
Actual Billable Hours vs Targeted Bllable Hours
Actual Matters Opened by Type vs Targeted Matters Opened by Type
Cash Flow – Events by Date and Time of day with Fee Totals
Reports enable you to manage by exception
Aged Accounts Receivable – Unpaid Bills Over 30, 60, 90 days
Past Due Todo’s – Tasks Past their Taget Completion date
TM Reporter Reporting Features:
Select when – Mon, Tue, Wed, Thu, Fri, Daily, All, or ## (Day of Month)
Record Type – Chose your existing reports or select from our library of reports for managing Events, Todos, Contacts and Matters
Record Filter – Identifies the filter of records selected for the report, Such as Open Todo’s – Due in Next 7 Days
Email Recipient – One or many recipients for Each Report – Includes path to saved report pdf file (plus option toinclude pdf report as attachment)
Contact us to learn more.