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The Reports are able to be accessed via the Reporting Module on the Top Navigation Bar on all Wise Owl Pages.
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Reports are split up into various sections to allow ease of search and access. In Wise Owl Legal, these sections are marked by different ribbons as seen below: 
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Within these ribbons (Level 1), reports are further categorised under different subsections (Level 2). E.g. Finance Reports (Level 1) > WIP Reports (Level 2)
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To further assist users in making searches and access to reports more convenient, Wise Owl Legal now have two additional functions that allows the user to:
Favourite a report; and
Search all reports
Favourite a Report
This function is personalised and allows the user to group the reports which are most often used and accessed under one category – the Favourite Ribbon. This can be achieved through the following steps:
Select the Reporting Module (printer icon) at the Top Bar
Find the report you would like to favourite
Click on the “Add Favourite” button
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Select the “Favourites” tab, and your report should be listed under there
Search a Report
Due to the wide range of reports available in Wise Owl Legal, there is a search function which makes the process of looking for the most suitable report quicker.
Select the Reporting Module (printer icon)
Select the “All (with filter)” tab
Start typing in the report you are looking for. The search begins immediately after you start typing into the field
Select the report that you would like to access
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To download reports, such as the trust bank reconciliation, your computer will prompt you to install Crystal Print Control. 
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Select install.
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List of Current Reports
Level 1 (Ribbons) | Level 2 | Reports |
Document | List | Document List Document Template List |
Finance | Billing | Billing Summary Billing Summary By Status Billing Summary By Type Of Law Billing Summary With Matter Name Customer Statement - General Draft Bill List Draft Bill List By FE Draft Bill List By Type Law General Receipt List (for Deposit) Invoice Number Register Open Invoices By Client Open Invoices By Number |
Client | Client Ledger Client List Client List With Matters Client Summary Client Summary by Assigned FE Finance Transaction Listing | |
Disbursements | Client Disbursements Client Disbursements With Audit Details Unbilled Disb by Client & Matter Unbilled Disb by Client & Matter With User Detail Unbilled Disb By Supplier | |
Lists | Bank List Disbursement Item List Invoice Item List Typing Shortcut List | |
Productivity | Billing by Status & Type Law Table Billing by Type Law % Table Billing by Type Law % Table w Type Law Name Billing by Type Law & Status Table Collection Summary - Monthly Collection Summary - Weekly Non-Billed Time Detail by Matter by FE Time Detail by FE by Matter Time Detail by FE by Matter by Client Time Detail by Matter by FE Time Detail Daily Time Detail Tables Time Detail Tables w Graphs.rpt | |
Trust Transfer List | Invoices for Trust Transfer | |
WIP | WIP Detail WIP Summ Portrait (no Trust) WIP Summary WIP Summary by Responsible Lawyer WIP Summary Portrait (no trust) | |
Matter | Archive | Matter Archive Report Matters to Close |
Lists | Matter Type List | |
Matter List | File Open Statistics Matter List by Archive Number Matter List by Destruction Date Matter List with Statistics Matters By Contact | |
Trust Reports | Audit | Matter Change Log Trust Matter Overdrawn Trust Matter Overdrawn - Landscape |
End of Month | Trust Bank Reconciliation Trust Cash Receipts by Date Detail Trust Matter Ledger - EOM Trust Payments by Date Detail Trust Trial Balance | |
Trust | Trust Balance Listing (as at today) Trust Bank Transfers Trust Cash Receipts by Date Trust Deposit Listing Trust Listing Alpha Trust Matter Ledger Trust Matter Transfers Trust Payments by Date Trust Stale Balance Trust Statement Trust Statement - Letter Trust Statement - No Logo Trust Statement - Receipt & Payment Cols Trust Statement - Times New Roman Trust Statement - Times New Roman 2 Col Trust Statement - Times New Roman Ltr Trust Statement - Times New Roman Ltr 2 Trust Statement - Times New Roman Ltr Excl Zero Trust Transfer Transactions |