triConvey Reports Overview

triConvey features many powerful reports which can be used to optimise your firm’s work routines, keep track of your deadlines, or maintain strong relationships with your clients.

triConvey provides over 50 reports and dashboards for productivity, billing, and firm insights data. The following list outlines the available reports you can access upon joining triConvey.

Table of Contents

• Accessing triConvey desktop reports
• List of triConvey desktop reports
  • Matter reports
  • Client reports
  • Lead reports
  • Conveyancing reports
  • Other Reports 
• Accessing triConvey billing reports
• List of triConvey Billing reports
  • A-H
  • I - M
  • N - Z

Accessing triConvey desktop reports

1.    Select Reports from the left menu of the triConvey Home Dashboard.

2.    Select the report you want to run and add filters to customise it.

3.    After generating a report, you can export it by saving it to your computer in various file types, such as .CSV or PDF. You can also print the reports.

List of triConvey desktop reports

Matter reports

Report Name	Summary
Matter Full List	Use this report to generate printer-friendly readouts of all your matters. You can filter the report by the person responsible and the person assisting, which cannot be done when exporting your matters from the Matters tab. You also can filter multiple matter types, set a date range filter, and even organise your reports using your custom tags.
Matter Referral List	This report shows your matter’s referrals. This report also includes a billing amount column which can be used to help calculate referral fees. You can apply date range filters and use the Group By filter to organise the report by referral type or referrer.
Matter Archiving	Use this report to generate a list of closed matters that have been archived.
Matter Next Steps	Run this report to generate an overview of the progress of all your matters based on the current task and/or workflow step.
Matter Summary List	With this report, firms will be able to see a full list of their matters, including details on the current status of each matter and the next steps.
Matter Turnaround Time	This report enables firms to track the time it takes to close a matter by identifying the number of days that have elapsed between its opening and closure.

Client reports

Accessing triConvey billing reports

On the triConvey Companion Site web app you can generate reports that manage all aspects of the billing cycle including trust, invoicing, matter overview and time/expense reports.

1.    Select Reports from the left menu.

2.    Select the report you wish to run and use filters to customise your view.

3.    Once you generate a report, you can export it as a PDF or CSV file, or print it.

List of triConvey Billing reports

A-H

Report Name	Summary
Account Balances	This report shows a financial summary of all matters. This includes total billed and paid, unbilled and unpaid, cash retainer, trust balance, write-offs, and discounts. Use this report to manage risk, improve cash flow, and see which accounts have funds in the operating retainer.
Account Statements	This report shows all fees and expenses entered, Invoices History (all invoices created), Invoice Summary (invoice subtotal amount, discount, the amount paid etc), Account Summary, Trust Transaction History, and Account Ledger (record of invoices issued and payments made) within the selected report period. Filters: The Report Period filter allows you to limit the results to a specific time period or run the report for all time.  The Show Invoices for filters allows you to run the report for either a specific matter, or for all matters.  The View Options filters allows you to control which sections are included on the report, along with other display options.
Accounts Receivable	This report shows all invoices issued for all matters within the report period. Information provided includes the due date, the number of days overdue, the amount paid, the amount waived and the total due. Filters: The Report Period filter allows you to limit the results to a specific time period or run the report for all time.  The Person Responsible filter allows you to limit the results to a selected individual.  The Matter and Contact filters allow you to limit the results to a selected matter or contact.
Aging Summary	A report showing a summary of unpaid invoices that are aging, ranging from 1-90 days and beyond. Use this report to determine the amount of time invoices have remained outstanding. Filters: The Report Date filter allows you to run the report as of a specific date of your choosing. The Person Responsible and Person Assisting filters give you the option to limit the results to specific individuals.
Audit Logs	A report showing creations, additions, deletions, and amendments of client and matter information in triConvey Billing.
Billed Fees & Disbursements - Summary & Details	Show billed fees and disbursements against areas of law, matter types, clients, timekeepers, referrers, or persons responsible.
Cash Book Payments	A report showing all the trust payments made within the selected report period.
Cash Book Receipts	A report showing all the trust deposits made within the selected report period.
Controlled Money Listing	This report is designed for law society compliance and will allow a firm to create a list of all Open Controlled Money Accounts at the time the report is run. This includes Open accounts that have zero-dollar balances. It's a way to create a quick audit/overview of current CMA accounts, their balance, and the matters they're linked to.
Credit History	A report showing all credits added and applied to your invoices and matters.
Dormant Trust Balances Report	This report provides a list of trust balances that are dormant or approaching dormancy.

I - M

Report Name	Summary
Income Allocation - Summary	A time and payment report showing the breakdown of income allocation against matter type, area of law, person responsible, timekeeper or client. Use this report to help with compensation plan calculations and determine how much time was billed in a given timeframe.
Income Allocation - Details	The Income Allocation – Details report shows income for a selected time period and allows you to see how that income is allocated to a variety of sources.  This report can be used to assist with compensation plan calculations or to assess strengths and weaknesses in your business from an income perspective.  It can also be used to dig deeper into the details behind the summary level values in the Income Allocation – Summary report and verify that payments have been applied correctly.
Invoice History	A report showing all invoices generated within a time period. You can group the history by matter, contact, lawyers, or area of law. Use this report to see a list of invoices generated during any month. Filters: The Report Period filter controls the invoices included in the report based on the date invoiced.  You can filter the report on Person Responsible, Area of Law and Invoice Status.  You can also filter the report to a selected Matter or Contact.
Journal Transfers	Shows all the journal transfers made within the selected report period.
Ledger Export	Shows the invoices issued and payments made within the selected report period.
Matter Balances	Shows the trust balance, unbilled amount, billed amount, written-off amount, discount amount, the amount paid, the amount waived and balance upon for each matter (if there are funds in trust and unbilled/unpaid amount, the balance will be trust balance minus unbilled/unpaid amount). Filters: This report includes filters for Person Responsible and Matter Status.  You can view the report as either a single list of matters, or to group them by client.  In addition, you can choose to exclude or include matters with $0 balances, incomplete matters and externally billed.
Matter Category Paid History	This report allows you to monitor payments received based on their matter category.
Matter Cost Estimates	The Matter Cost Estimates report shows all time-based matters with estimates and how those estimates compare to the total billed and unbilled on the matter.
Matter by Billing Type	The Matters by Billing Type report allows you to see all matters opened during a selected time period along with their billing type (e.g. fixed fee, contingency, time-based, etc.).  The report can be filtered by Date Range, Billing Type, Matter Status, Person Responsible, Person Assisting, Matter Category, and Matter Type.
Money Received	The Money Received report shows all money received by your firm during a selected period. It includes invoice payments, trust deposits, and operating retainer deposits. Filters: This report includes a Payment Date From and Payment Date To filters, which are required for the report to be run. It also has filters for Account and Source.  The report also gives you control of how the report is grouped via the Group By filter which has options of None, Account, Source, Matter Type, Client and Received From.

N - Z

Report Name	Summary
Overdrawn	A report showing any overdrawn amounts in trust by matter. Filters: The Report Period filter allows you to limit the results to a specific time period or run the report for all time.  The Account filter allows you to limit the results to a specific trust account or include all accounts.
Potential Trust to Office	This report shows any matters that include outstanding invoices and a trust balance. This report can be used to review and manage Trust to Office Transfers.
Time and Disbursement Entries	The Time and Disbursement Entries report provides an overview of all time, fee, and disbursement entries during a selected time period. It has separate sections for Time and Fee Entries and Disbursement Entries. It includes columns for non-billable, billable, unbilled, and billed.
Trial Balance	Shows the trust balances in each matter within the selected report period.
Trust Receipts	Shows all the trust deposits received within the selected report period.
Trust Statements	This report is designed for Trust accounting compliance. It allows a firm to create a Trust Transaction report for a single matter or all matters for a specific time period.
Unbilled and Unpaid Overview	Use this report to find out how much money you can move from your trust account to your operating account at any given time.
Unbilled Time and Disbursements	Use this report to analyse unbilled entries to determine whether to write off or bill the entries.

If you can't find the information in the reports you need or would like to provide feedback, reach out to your Account Manager.