IRIS Practice Reporting

Introduction

IRIS Practice Reporting provides flexible access to the information in the IRIS database through using your choice of SQL reporting tools, including Excel. Access is provided to areas of the IRIS database via a number of SQL database views, these views aggregate information into meaningful data enabling you to develop reports appropriate to your business needs.

 

There are a number of ways that IRIS Practice Reporting can be used in an Accountancy Practice, including the production of business intelligence reports; representations of data from IRIS Time and Fees, status of job progression from IRIS Practice Management and extraction of data previously only available through to IRIS Data Mining.  

 

Reports can be designed in a number of ways ranging from a simple static table to complex graphical dashboards that can be viewed and drilled into.

 

For example this partner dashboard shows for a selected period Total Billings against budget, Top 10 Debtors and WIP balances over £1,000: