With over 6 advanced reports, CARET Legal offers robust financial analytics that inform critical decisions within your firm. However, firms often need a more substantial data set to guide their business strategy. That’s where custom reporting from CARET Legal can help.
Let the Professional Services team at CARET Legal build the comprehensive financial reports you need to make intelligent decisions for your firm.
Working with the CARET Legal Professional Services team, you can request detailed reports that once took over a day to build and run them on-demand with one click. Save your firm time and effort so you can focus more on what drives your business.
In order to begin the process of requesting a Custom Report, please reach out to email@example.com
with the details of the report you would like created. Our professional services team will be in touch to assess the scope of this project and provide a quote for any additional fees.
Once your Custom Reports have been created, you can access them through the main accounting sections --> Reports tab.
Select the report you want to access.
To filter the report, click on the XLS icon, then choose your filters.
The report will be generated and can be viewed in Excel.
What Reports Does CARET Legal Offer?
Are you looking to run reports based on the information you have entered into CARET Legal? If you go to the Accounting section you will notice the tab labeled Reports. They are broken down into the following sections: Client Reports AR Aging Summary ...
How Can I Have Reports Automatically Sent Out?
Zola Suite offers Scheduled Reporting for Enterprise + subscription levels. If there is a particular report that you wish to have sent out either to yourself, or other users, you can do so by using the "Schedule Reports" button on the green toolbar ...
How Do I Easily Access My Favorite Reports?
Do you have a report, or multiple reports, that you access on a regular basis? You can mark it as a favorite, which will allow you to open it from any page in Zola Suite. To mark a report as a Favorite, first, navigate to the Reports tab within the ...
How Do I Create Custom Fields?
Custom fields can be created from the Custom Fields tab of Firm Settings. To add new fields click the plus button on the black action bar and select which section you’d like to create the field(s) for. Custom Matter Fields can be created for all ...
What Reports Can I View for my APX Payments?
Within the Reports section of Accounting, there are 2 reports that can be used to gage the payments processed through APX. Client Payments Report The Client Payments Report will provide you with a list of all deposits including direct payments to ...