Income by Participant Data Report

In this article:

• Brief Description  
• Use Cases 
• Finding and Using the Report
• Available Filters
• Report Output

Brief Description  

This report covers the Statement of Financial Performance (Profit and Loss) for the selected participants for a given period of time. You can use this report to create comparative report periods.

Use Cases 

This report is useful to review in which areas your business and fee earners are best performing in, along with which areas the business is generating the least income in.

Finding and Using the Report

• In Actionstep, go to Reports > Accounting Reports > Participant.

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters

• Period: Enter the date range you want covered in the report. 
• Output Columns: Choose how you want data in the report organized.  
• Level of nested accounts: Choose the level of detail you want included in the report. You would normally set this to the maximum selection of 4. If you were to choose 1, for example, you would only see the header accounts with no details in relation to child accounts. There is a maximum of 4 nested accounts that can be shown in this report.   
• Show zero value accounts: This option ensures that all accounts in the system are displayed, even if they do not have transactions against them on the given dates. This can help confirm which accounts did not have balances or have not been used.  
• Show account numbers: Select this option to include account numbers in the report. 
• Matter Types: Choose which matter types you want included in the report. 
• Participant Type: Choose which participant types you want included in the report. 
• Participant Attribute: Choose which location data about the participants you want used when organizing the details of the report.  
• Participant Attribute Values: Based on your Participant Attribute selection, choose the specific attributes you want applied to the report. 

Report Output

The details included in the report and the way they are organized depend entirely on the filters you selected.