Who is this guide for?

Any Users

To find out more about any of the standard Osprey reports, select the section on the right, and click the link for the report you’d like to know more about.

Financial Management

VAT MTD

Trial Balance

Profit and Loss

Period End Report

Client Reconciliation

Aged Creditors

Balance Sheet

Budget Analysis

Office Receipts

Office Receipts – Allocated

Year End

Multiple Deposit Ledger Balances

Cash Accounting VAT Received

Credit Limit Warnings

Batch Interest Calculation

Cheque Report

Current Credit Limit Warnings

Client Financial

Aged Debtors

Batch Aged Debtor Letters (under aged debtors report)

Bills Rendered

Cost Transfer

Ledger Balance

Unpaid Bills

Unpaid Disbursements

Bills Paid by Fee Earner Report

Fees Journal Listing Report

Case Cost

Case Cost Variance

Client Funds Movement

Other Financial

Audit Trail

Audit Trail inc (NL/PL)

Purchase Ledger Allocations

Purchase Ledger Balances

Suggested PL Payments

Unposted Audit Trail

Analysis

Live Matters

New Matters By User

New Matters

Completed Matters By User

            This report outputs on matters completed by particular users. For a matter to be completed the last task of the workflow must be run.

Archived Matters

Archived Matters By User

Key Dates Report

            This report lists the Key Dates that have been set according to the filters and groupings selected, by default the report shows ALL key dates completed or not in client number order.

Review Periods Report

            The purpose of this report is to show those matters which either have a review period or review date set.  Review dates and review periods are not linked, they are treated   as two separate functions. Review dates (the initial date, and the type qualifier) are   treated as simple reminders, the Review Date must be updated manually, whereas review periods ensure that movement is made on a matter within a certain period.  By default it will show ALL matters with either a review period or date set grouped by Fee Earner.

Fees Analysis Report

            This reports an analysis of Fees.  By default it will show Fees with grouping Fee Earner and Work Type by Period

Audit Trail (Case Management)

This generates a report of workflow and workflow task actions.

Fees Analysis Apportioned Cost Report

This reports an analysis of Fees, split at bill posting to different Fee Earners.  By default it will show Fees with grouping Fee Earner and Work Type by Period.

Analysis Of Costs Received Report

            This reports an analysis of receipts paid, against bills.  By default it will show Fees with grouping Fee Earner and Work Type by Period.

Fees Analysis By Time Fee Earner Report

            This reports an analysis of Fees according to the time ticked.  By default it will show Fees with grouping Fee Earner and Work Type by Period.

Time

Time Spent

            This report shows a breakdown of every time entry posted on the system in client number order. You can choose whether to show Billed, Unbilled, Written off or All time.

Time Spent Summary

            This report shows summary totals of time posted on the system grouped by fee earner, work type and whether the work is billed, unbilled or written off. You can choose whether to show Billed, Unbilled, Written off or All time.

Current Month WIP/Disbs

            This report shows the total WIP and disbursements posted in the current month only for each matter

Percentage Recovery

            This report shows the difference between billed costs and the amount of time ticked against the bill.

Work In Progress

            This report shows a breakdown of all WIP (Unbilled time which shows on the time ledger) on the system in client number order. It attributes the time to the Matter Fee Earner.

Work In Progress By Time FE

            This report shows a breakdown of all WIP (Unbilled time which shows on the time ledger) on the system in client number order. It attributes the time to the Fee Earner who posted the time (the Time FE).

Miscellaneous

Contract Work Reports

            This enables you to produce any Contract Work reports that you need to submit to the CDS, and also allows you to save the reports for submission on line. For information on how to get the relevant detail to appear in these reports, please refer to the manual.

Spooled Archive Ledger

            This enables you to print the completed ledgers of archived matters which have been spooled. To enable the spooling option, please go to the Supervisor area of Osprey, System Settings, Configuration Settings and set Spool Archived Ledgers to True.

            Choose the currency that you wish to print and a list of all spooled ledgers for that currency will appear. Tick the ones you wish to print (or tick the top box to select all) and click the Print button.

Nominal Code Report

            This enables you to print a list of all nominal codes in the system. If you wish to include all nominal SACs (Sub Analysis Codes) tick the box, otherwise it will print only the nominal Headers

Nominal Period Report

            This enables you to print all nominal ledgers as at a certain period.

Top Client – Billing Report

            This report shows you your firm’s top 10 clients’ bills. The top 10 are decided according to the amount of the bills posted on them.

Top Client – New Matters Report

            This report shows you your firm’s top 10 clients. The top 10 are decided according to the number of matters they have open.

Top User – Tasks Ticked Report

            This report shows you your firm’s top 10 members of staff. The top 10 are decided according to the number of workflow tasks they have ticked.

Top Client – WIP Report

            This report shows you your firm’s top 10 clients. The top 10 are decided according to the amount of Work In Progress their matters have on them.

Top Users – Files Opened Report

            This report shows you your firm’s top 10 members of staff. The top 10 are decided according to the number of matters they have opened.

Top Users – Letters Produced

            This report shows you your firm’s top 10 members of staff. The top 10 are decided according to the number of letters they have produced.

Client List

            This report lists all of your clients names and addresses according to the filter options that you choose. This list can then be used for purposes outside of Osprey by exporting to Excel.

Performance Targets

            This report shows each fee earner’s performance targets (entered in Code Setup, Fee Earners, Edit) along with their actual performance figures (taken from the system).

Reports (New)

This section contains any reports you have written in the Report Writer, or that have been written for you by Pracctice Ltd. The group names are customisable.

Custom Reports

This section contains legacy reports which were written for individual customers prior to the introduction of the Report Writer, so it is likely that any reports located in this section will not function correctly, due to setup differences from one customer site to another.