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Financial Reports in 4 Easy Steps

The Reports You Need When You Need Them

Step 1: Access the SIMPLEX DATA STORE

Simplex Reporting is the gateway into the SIMPLEX DATA STORE where you can select from Matter, Timekeeper, General Ledger, Disbursement data and more.

Step 2: Choose Rows and Columns

Based on your SIMPLEX DATA STORE selection, you will choose from the list of available rows (dimensions) and columns (measures). You can now order the rows and columns and add calculations such as variance from budget.

Step 3: Generate Report

Simplex Reporting is the gateway into the SIMPLEX DATA STORE where you can select from Matter, Timekeeper, General Ledger, Disbursement data and more.

Step 4: Print, Publish, Schedule or Share

Once you generate the report, you will have a native SSRS report file that can be printed, emailed, and published to the firm’s intranet. You can rerun the report on demand or schedule it to be run throughout the month.

Sample Reports

Have A View of Sample Reports You Can Create