PlanMan help
Reports
Check work, time, invoices and the figures on your dashboard.
Clients Report
Find active clients by the date they were added and export their contact details.
Invoices Report
Choose invoice reports, understand their date filters and export results or Sage payment data.
Projects Report
Filter project records or find unfinished stages by project status.
Time Recording Report
Compare quoted hours with recorded time by project or project stage.
User Time Recording Report
List time recordings by entry date and user, with a total for the selected period.
Quotes Report
Filter quotes by dates, owner, status and other details, then export the matching records.
Submissions Report
Report on representations, pre-applications, applications and appeals using their recorded submission details.
Project Stage Forecast
Review assigned unfinished stages and choose work for your workflow.
Projects Due For Invoicing
Find projects with completed fee-earning stages that have not been invoiced.
Performance Report
Request a spreadsheet of staff billing, recorded time, targets and current workload.
Fee Earner Forecast
Select a fee earner and review the stages in their forecast.