Tutorials → Report Assistant

Report Assistant

Build custom reports that answer your specific questions. Powerful but easy.

15 min Advanced

In This Guide

What is Report Assistant?

Report Assistant is your data analyst. Instead of digging through menus to find the right report, just ask:

  • "How much did I bill last month?"
  • "Who are my top 5 clients by revenue?"
  • "Show me all unpaid invoices over 60 days"
  • "What's my average hourly rate this year?"

Report Assistant understands plain English and generates the report instantly.

🎬

VIDEO COMING SOON: Type a natural language question into Report Assistant and watch it instantly generate a formatted report with charts — from question to answer in 3 seconds

Looping video · No audio · ~10-15 seconds

Ask a question in plain English, get a complete report instantly

Using Report Assistant

Step 1: Open Report Assistant

Click the assistant icon in Reports, or press ⌘⇧R from anywhere.

Step 2: Ask Your Question

Type your question in plain English. Be specific about time periods, clients, or metrics you want.

Step 3: Review Results

Report Assistant generates the data and shows it in the most appropriate format (table, chart, or summary).

Step 4: Export or Refine

Export to PDF/CSV, or ask a follow-up question to drill deeper into the data.

🎬

VIDEO COMING SOON: Full Report Assistant workflow — open with ⌘⇧R, type a question, see results populate, then refine with a follow-up question that drills deeper into the data

Looping video · No audio · ~10-15 seconds

The complete Report Assistant workflow: ask, review, refine, export

Example Queries

Here are some powerful questions to try:

Revenue & Billing

  • "Compare this quarter's revenue to last quarter"
  • "What's my realization rate by practice area?"
  • "Show monthly revenue trend for the past year"

Client Analysis

  • "Which clients haven't been billed in 30 days?"
  • "Show me client acquisition by referral source"
  • "What's the average matter value by client type?"

Productivity

  • "How many hours did I work last week?"
  • "Show billable vs non-billable time by day"
  • "What's my most profitable type of work?"

Pro Tip

Save frequently-used queries as "Quick Reports" for one-click access later. Great for reports you run weekly or monthly.

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SCREENSHOT: Example Report Assistant results showing a revenue trend chart and data table generated from a natural language query, with the Quick Reports save button visible

Save your favorite queries as Quick Reports for instant one-click access

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