How Can I Create Custom Accounting Reports

  • Updated
With over 6 advanced reports, CARET Legal offers robust financial analytics to inform you before making critical decisions within your firm. However, firms often need a more substantial data set to guide their business strategy. This is where custom reporting from CARET Legal can help.
Let the Professional Services team at CARET Legal build the comprehensive financial reports you need to make intelligent decisions for your firm.

When working with the CARET Legal Professional Services team, you can request detailed reports that once took over a day to build and run them on-demand with one click. Save your firm time and effort so you can focus more on what drives your business.
In order to begin the process of requesting a Custom Report, please reach out to with the details of the report you would like created. Our Professional Services team will be in touch to assess the scope of this project and provide a quote for any additional fees.
Once your Custom Reports have been created, you can easily access them.
  1. Navigate to the Accounting section, then click the Reports tab and select the Custom Reports filter.

  2. Click My firm's custom reports and select the report you want to access from the list.

  3. To filter the report, click on the XLS icon, then choose your filters in the Report Filters modal.

  4. Click Generate Report.
The report will be generated and can be viewed in Excel.

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