Who is this guide for?
Any Users
To find out more about any of the standard Osprey reports, select the section on the right, and click the link for the report you’d like to know more about.
Financial Management
- VAT MTD
- Trial Balance
- Profit and Loss
- Period End Report
- Client Reconciliation
- Aged Creditors
- Balance Sheet
- Budget Analysis
- Office Receipts
- Office Receipts – Allocated
- Year End
- Multiple Deposit Ledger Balances
- Cash Accounting VAT Received
- Credit Limit Warnings
- Batch Interest Calculation
- Cheque Report
- Current Credit Limit Warnings
Client Financial
- Aged Debtors
- Batch Aged Debtor Letters (under aged debtors report)
- Bills Rendered
- Cost Transfer
- Ledger Balance
- Unpaid Bills
- Unpaid Disbursements
- Bills Paid by Fee Earner Report
- Fees Journal Listing Report
- Case Cost
- Case Cost Variance
- Client Funds Movement
Other Financial
- Audit Trail
- Audit Trail inc (NL/PL)
- Purchase Ledger Allocations
- Purchase Ledger Balances
- Suggested PL Payments
- Unposted Audit Trail
Analysis
- Live Matters
- New Matters By User
- New Matters
- Completed Matters By User
- Archived Matters
- Archived Matters By User
- Key Dates Report
- Review Periods Report
- Fees Analysis Report
- Fees Analysis Apportioned Cost
- Fees Analysis By Time Fee Earner Report
- Analysis Of Costs Received Report
- Audit Trail (Case Management)
Time
This report shows summary totals of time posted on the system grouped by fee earner, work type and whether the work is billed, unbilled or written off. You can choose whether to show Billed, Unbilled, Written off or All time.
This report shows the difference between billed costs and the amount of time ticked against the bill.
This report shows a breakdown of all WIP (Unbilled time which shows on the time ledger) on the system in client number order. It attributes the time to the Matter Fee Earner.
This report shows a breakdown of all WIP (Unbilled time which shows on the time ledger) on the system in client number order. It attributes the time to the Fee Earner who posted the time (the Time FE).
Attendance Note by Matter
Miscellaneous
This enables you to produce any Contract Work reports that you need to submit to the CDS, and also allows you to save the reports for submission on line. For information on how to get the relevant detail to appear in these reports, please refer to the manual.
This enables you to print the completed ledgers of archived matters which have been spooled. To enable the spooling option, please go to the Supervisor area of Osprey, System Settings, Configuration Settings and set Spool Archived Ledgers to True.
Choose the currency that you wish to print and a list of all spooled ledgers for that currency will appear. Tick the ones you wish to print (or tick the top box to select all) and click the Print button.
This enables you to print a list of all nominal codes in the system. If you wish to include all nominal SACs (Sub Analysis Codes) tick the box, otherwise it will print only the nominal Headers
This enables you to print all nominal ledgers as at a certain period.
This report shows you your firm’s top 10 clients’ bills. The top 10 are decided according to the amount of the bills posted on them.
Top Client – New Matters Report
This report shows you your firm’s top 10 clients. The top 10 are decided according to the number of matters they have open.
Top User – Tasks Ticked Report
This report shows you your firm’s top 10 members of staff. The top 10 are decided according to the number of workflow tasks they have ticked.
This report shows you your firm’s top 10 clients. The top 10 are decided according to the amount of Work In Progress their matters have on them.
Top Users – Files Opened Report
This report shows you your firm’s top 10 members of staff. The top 10 are decided according to the number of matters they have opened.
This report shows you your firm’s top 10 members of staff. The top 10 are decided according to the number of letters they have produced.
This report lists all of your clients names and addresses according to the filter options that you choose. This list can then be used for purposes outside of Osprey by exporting to Excel.
This report shows each fee earner’s performance targets (entered in Code Setup, Fee Earners, Edit) along with their actual performance figures (taken from the system).
Reports (New)
This section contains any reports you have written in the Report Writer, or that have been written for you by Pracctice Ltd. The group names are customisable.
Custom Reports
This section contains legacy reports which were written for individual customers prior to the introduction of the Report Writer, so it is likely that any reports located in this section will not function correctly, due to setup differences from one customer site to another.