Reports & Analytics: Gain Actionable Insights into Your Firm
Make informed, data-driven decisions with Filevine's comprehensive Reports & Analytics. Go beyond guesswork and gain a clear understanding of your firm's performance, from individual case progress to overall financial health.
Filevine offers a wide range of pre-built reports, plus the flexibility to create custom reports tailored to your specific needs. With our enhanced report interface, you can quickly and easily analyze your data, customize your view, and export your findings.
Unlock Key Insights with Customizable Reports
Filevine's reporting capabilities go far beyond standard templates. With our flexible and customizable reporting tools, you can analyze virtually any data point you track within Filevine, gaining the precise insights you need to optimize your firm's performance. Create reports tailored to your specific practice areas, workflows, and key performance indicators.
Key Reporting Areas:
- Project Status and Progress: Track the progress of your cases, monitor deadlines, and identify potential bottlenecks. Quickly generate reports on active projects, projects in specific phases, or projects nearing their statute of limitations.
- Client and Contact Management: Analyze your client base, track communication history, and manage contact information efficiently. Generate reports on client demographics, referral sources, or contact activity.
- Team Performance and Productivity: Monitor your team's performance, track billable hours, and identify areas for improvement. Create reports on task completion rates, user activity, or time spent on specific projects.
- Document Management: Gain a comprehensive overview of your firm's documents, track upload and download activity, and ensure efficient file organization.
- Financial Performance (Requires Billing Feature): If you use Filevine's billing features, you can generate detailed reports on revenue, expenses, invoices, payments, and trust accounting. Analyze your firm's financial health and identify areas for growth.
- AI Job List: Tracks the details of all AI jobs.
- Marketing and Referral Sources: If using Filevine for Marketing, you are able to track the effectiveness of your marketing campaigns and identify your most valuable referral sources.
Learn more about Report Types.
Build Reports Tailored to Your Needs
Filevine's intuitive Report Builder puts you in control, allowing you to create custom reports that meet your firm's exact requirements. With a wide range of options and a user-friendly interface, generating the precise reports you need is simple and efficient.
Key Capabilities:
- Diverse Report Types: Choose from a comprehensive library of pre-built report types, covering everything from project lists and task management to client details and financial performance.
- Customizable Columns: Select exactly which data fields you want to include in your report, ensuring you see only the information that's relevant to your analysis.
- Advanced Filtering: Refine your reports with powerful filtering options. Narrow down your data based on specific criteria, such as project phase, assigned user, date range, or any other data point you track.
- Flexible Views: Customize the appearance of your reports by moving, resizing, hiding, and pinning columns to create the perfect view.
- Dynamic Grouping: Organize your report data by grouping it based on relevant fields, such as project type, client, or assigned attorney.
- Multiple Export Options: Easily export your reports in various formats, including CSV, Excel, and Word, and even create custom export templates.
- Automated Report Scheduling: Set up recurring reports to be automatically generated and delivered to you on a regular schedule, keeping you informed without manual effort.
Create Custom Reports From Sections
Filevine's reporting power extends to the custom sections you create, allowing you to analyze data from any information you track within your projects. This unique capability enables you to generate highly specific reports tailored to your firm's unique workflows and data collection practices.
How it Works: Filevine allows you to turn your custom sections into reports.
For example, if you use a custom "Intake" section to collect detailed client information, you can create a report that analyzes that intake data, identifying trends or patterns. Or, if you track specific types of expenses in a custom "Expenses" section, you can generate reports to analyze those expenses in detail.
Experience Enhanced Report Interaction
Filevine's reporting interface is designed for speed and ease of use, allowing you to quickly navigate, analyze, and customize your reports. The interactive report table provides powerful tools for manipulating and visualizing your data, giving you the flexibility to find the exact information you need.
Key Features:
- Flexible Column Management: Customize your report view by easily moving, resizing, hiding, and pinning columns. Arrange the data to suit your specific needs.
- Powerful Filtering: Quickly narrow down your results and focus on the most relevant data with advanced filtering options.
- Easy Data Manipulation: Sort columns, reorder rows, and copy data directly from the report table with simple click-and-drag actions.
- Improved Navigation: Scroll through large datasets smoothly and efficiently, with the ability to view up to 1000 rows per page.
- Efficient Grouping: View and navigate grouped data with ease, allowing you to quickly analyze information at different levels of aggregation.
Get Started with Filevine Reports & Analytics
Unlock the power of data-driven decision-making and gain a deeper understanding of your firm's performance. Request a demo of Filevine today to see how our reporting and analytics tools can transform your practice.
Learn more about Reports within Filevine.