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Client Investment Analysis report

The Client Investment Analysis report shows both WIP and Accounts Receivable aging to help you identify unbilled WIP and uncollected receivables that your firm is at risk of losing. You can use filters, date ranges, and client-based groupings to customize the report results.

View and print the report

Select
File
,
Print Reports
, Client Investment Analysis in the available reports pane, then
Select
.

Included in the report

  • ID, Name/Description
    : ID and the names of the items you have selected for grouping the report.
  • End Bal
    : Total of all unbilled WIP or uncollected receivables for the displayed client.
  • Total Exposure
    : Total of all A/R and WIP aging groups.
  • %
    : Total WIP or A/R divided by the Total WIP or A/R for all clients.
  • Last Invoice/Pmt Date
    : The date of the last invoice (invoice date) for the displayed client, and the last date of receipt for that client.
  • Last Invoice/Pmt Amount
    : The amount of the last invoice for the displayed client, and the last receipt amount for that client.

Security permissions for reports

When you enable security permissions for a report on the
Security Groups setup
 screen, Practice CS may also give access to view the data available on the report. Also, when you remove the permission to view data, Practice CS may also remove access to related reports.
Go to the
Privileges changed
 pane on the
Security Groups setup screen
 to check which permission changes Practice CS has made after you enable access to a report.
For this report, if you've not enabled permissions for the
Menu, Setup Menu, Clients, View
 security option, Practice CS will enable full access to it.
If your firm has multiple offices, you may want to remove permissions to information for other offices.

This article applies to:

  • Product: Practice CS
  • Subject: Reports