Advanced Reporting provides charts and tables over Legal figures such as time, work in progress, billed amounts and paid amounts. Management inputs supply information that is not recorded through those workflows.
Choose the question first
Select the dashboard and measures that answer your question. Check the time range, people and other filters so the report has the intended scope.
Maintain the inputs
The Inputs area holds items such as operating expenses, monthly exchange rates and historical figures. Only authorized users should change them.
Distinguish the measures
Time recorded, time billed and payments received describe different stages. Use consistent definitions across a dashboard and return to the underlying records when a total needs explanation.