Onit Documentation

Reporting in Counsel Exchange

by Michael Nadeau Updated on

The Reports tab in Counsel Exchange lets you view key insights and analytics from your data. Here's how to use reporting in Counsel Exchange:

Accessing Reporting in Counsel Exchange

  1. Within the Standard Client View in Counsel Exchange, click on the Reporting feature on the left-hand side menu.
    1. The main screen will display available Reports. 

       

    2. Note that you can also click the drop-down arrow next to the Reports menu feature to go directly to the reports

Available Reports

Available reports include:

  • Payments Collected
  • Revenue by Client
  • Aged Accounts Receivable

Within each report, select the Date Range and/or other variables and click Run Report to run the report. The report will generate at the bottom of the screen. Click on the up/down arrow next to each column to sort by that column. You can also use the Viewing drop-down menu to customize the amount of data you see, and the Download button to download the information as an Excel file. 

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Counsel Exchange End User Guides

Counsel Exchange Master Settings User Guide 20
Counsel Exchange for OnitX User Guide 21
Counsel Exchange for Unity User Guide 16

Other Resources

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