Advologix comes preconfigured with dozens of reports. Dashboards provide users an “at a glance” state of many operation performance metrics. To prepare your firm for getting the most value out of the reporting and analytics capability in Advologix.
- Review all the current Dashboards and Reports available.
- Determine your needs by creating a list for reporting on all aspects of your firm including matter management, billing, invoicing, collections or any other reporting requirements.
- Determine if any existing reports/dashboards can be edited and saved as new reports/dashboards rather than rebuilding them from scratch.
Optionally set up “scheduled delivery” of reports and dashboards via email to your inbox on intervals that you determine.