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Professional Service Time and Billing

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Reporting

In the professional service market, sophisticated reporting capabilities are becoming a necessity both to meet your clients’ demands and to ensure your firm’s survival. Clients are increasingly demanding higher levels of accountability for the services for which they pay. And firms need an accurate, integrated picture of all aspects of their financial and client operations to compete successfully. Professional Service Time & Billing™ provides an extensive collection of over 100 standard reports on financial, client/project, marketing, and productivity information. Crystal Reports® also enables users to easily customize or develop their own reports. This helps firms analyze data more thoroughly and cost-effectively meet a wide range of reporting demands.

Based on the widely used Crystal Reports®, Professional Service Time & Billing™ Reporting enables you to easily create standard or custom reports from the information stored in the database. This can help you better meet your clients’ requirements and get a complete picture of a wide range of financial, client/project, marketing, productivity, or profitability details.

Crystal Reports for Dynamics SL® makes it quick and easy to create professional looking reports based on any information stored in the Professional Service Time & Billing™ database and modify existing reports for specific organizational needs. With Professional Service Time & Billing™ Reporting and Crystal Reports® you can:

  • Create sophisticated reports, guided by Report Design Experts from start to finish.

  • Choose from simple to complex report types, including columnar, form-style, cross-tab, multiple section, Top N, drill down, conditional reports, sub-reports, and mailing labels. Users can place data anywhere in a report and customize it an a variety of ways.

  • Analyze data using more than 160 defined functions, including multi-pass reporting, group, custom, and Top N/Bottom N sorting, or users can define their own sorting parameters. Insert graphs in more than 80 customizable styles to illustrate key detail, group, or formula data.

  • Create reports with more impact by choosing from a variety of fonts, bitmaps, boxes, lines and even embedded objects from other applications.

  • Improve communication by publishing reports to the Internet or your firm’s intranet.

  • Some of the reports include the following: (each available to be customized in Crystal Reports®)

  • Up-to-date information on all clients and projects across the firm.

  • Current and historical views of project, client, and firm costs and fee rates.

  • Fee and cost aging totals of client and project charges by customer id.

  • A wide choice of report types that can be easily customized.

Isis, Inc.     Post Office Box 70460, Richmond, VA 23255     Phone: (804)762-4200     Fax: (804) 762-4195