Report - List

Wise Owl Legal is constantly updating and improving their reports for maximum functionality.

The Reports are able to be accessed via the Reporting Module on the Top Navigation Bar on all Wise Owl Pages.

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:

Within these ribbons (Level 1), reports are further categorised under different subsections (Level 2). E.g. Finance Reports (Level 1) > WIP Reports (Level 2)

Customer Report Requests are usually able to be accommodated and are a Fee for Service basis (unless it is covered under your support contract)

The List of Reports we currently have available is extensive and can be accessed at any time by going to the Reports page.

Please note: The Customer Statement shows ONLY receipts in the receipt column. Everything else is in the invoice column e.g. Adjustment notes

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
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

To download reports, such as the trust bank reconciliation, your computer will prompt you to install Crystal Print Control.

Select install.

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