Counsel Exchange for Unity users have access to three reports within Counsel Exchange:

• Payments Collected (a history of all payments made for every invoice, by date)
• Revenue By Client (a breakdown of all revenue by client)
• Aged Accounts Receivable (a summary of outstanding amounts against unpaid/partially paid invoices)

Here's how to access the reports within Counsel Exchange:

1. In the standard client view, go to the "Reports" section of the left-hand side menu.

   

2. Click on the report you'd like to access:
   Payments Collected

   The Payments Collected screen shows a history of all payments made for every invoice to date. Use the Payment dates drop-down menu to select the date range and the Payment method drop-down menu to choose the payment methods you want to see in the report. Click Run Report to run the report. Use the Viewing drop-down menu to choose how many records you want to see on the screen.

   Click Download to download the payment information. 

   

   Revenue By Client

   The Revenue By Client screen shows a history of all revenue collected by client. Use the Quarter and Year drop-down menus to select the date range for the report. Click Run Report to run the report. Use the Viewing drop-down menu to choose how many records you want to see on the screen.

   Click Download to download the revenue information. 

   The report information will show on the screen; you'll see the Client name, Month revenue breakdown, and Total, along with Totals on the bottom of the screen. 

   

   Aged Accounts Receivable 

   The Aged Accounts Receivable screen shows a summary of outstanding amounts against unpaid and/or partially paid invoices. Use the Period ending drop-down menu to select the date range you want to see in the report. Click Run Report to run the report. Use the Viewing drop-down menu to choose how many records you want to see on the screen.

   Click Download to download the receivables information. 

   The report information will show on the screen; you'll see the Client name, Day range aging breakdown, and Client Total AR, along with Totals on the bottom of the screen.