TeamConnect Financial Management adds the following fields for reports with Data Series of the Account Record Type:
•Month, Quarter, and Year in the Custom Fields folder.
•Is Actuals and Life of Matter in the Financial Management folder in the Custom Fields folder.
See Building Reports for more information.
Reporting on Fiscal Years or Calendar Years
If you have a fiscal year that spans across two calendar years (for example, from 6/1/14 to 5/31/15), the fiscal year's Year field can only match one of those calendar years. The value of this field is defined during the creation of the fiscal year. See Creating or Editing Fiscal Years for more information on this field and others.
When reporting by the Year field, you must know the value that corresponds to the fiscal year you wish to report on.
If you wish to report by calendar year instead of fiscal year, you must use the Account Period Begins and Account Period Ends fields in the Filter Criteria of the report.
Reports Included with Financial Management
The follow table lists all of the reports included with TeamConnect Financial Management, and includes the name and description of each report, and the fields that each report uses to gather the required information. The reports are located in the following folder path: Reports > Mitratech Reports > Financial Management > Budget and Spend.
Budget and Spend Reports
Report Name |
Description |
BUD01 Top Average Budget by Matter Category |
A bar chart that displays the average budget and average spend by matter category. This report uses the following fields to gather information: •Budget oFilter Criteria ▪Account.AccountType ▪Account.Default Category ▪Account.Total Allocated oResults Display ▪Account.Project ▪Account.Default Category ▪Account.Total Allocated •Spend oFilter Criteria ▪Account.AccountType ▪Account.Default Category ▪Account.Total Used oResults Display ▪Account.Project ▪Account.Default Category ▪Account.Total Used |
BUD02 Top Average Expense by Matter Category |
A bar chart that displays the invoice expense by matter category. This report uses the following fields to gather information: •Expenses oFilter Criteria ▪Account.AccountType ▪Account.Created On ▪Account.Default Category ▪Account.Modified On ▪Account.Total Used oResults Display ▪Account.Default Category ▪Account.Project ▪Account.Default Category ▪Account.Total Used |
BUD03 Top Average Paid Internal Expenses by Matter Category |
A bar chart that displays the average amount of internal expenses paid by matter category. This report uses the following fields to gather information: •Internal Expenses oFilter Criteria ▪Account.Default Category ▪Account.Total Used oResults Display ▪Account.Project ▪Account.Main Assignee ▪Account.Default Category ▪Account.Total Used |
BUD04 Top Matters by Spend (Last 30 Days) |
A bar chart that displays the total budget and total spend of the top matters ranked by spend. This report uses the following fields to gather information: •Spend oFilter Criteria ▪Account.AccountType ▪Account.Default Category ▪Account.Modified On ▪Account.Total Used oResults Display ▪Account.Project ▪Account.Main Assignee ▪Account.Default Category ▪Account.Total Used •Budget oFilter Criteria ▪Account.Default Category ▪Account.Modified On ▪Account.Total Allocated oResults Display ▪Account.Project ▪Account.Main Assignee ▪Account.Default Category ▪Account.Total Allocated |
BUD05 Top Matters by Spend (Time Period) |
A bar chart that displays the total budget and total spend of the top matters ranked by spend. This report uses the following fields to gather information: •Spend oFilter Criteria ▪Account.AccountType ▪Account.Default Category ▪Account.Modified On ▪Account.Total Allocated oResults Display ▪Account.Project ▪Account.Main Assignee ▪Account.Default Category ▪Account.Total Used •Budget oFilter Criteria ▪Account.Default Category ▪Account.Modified On ▪Account.Total Allocated oResults Display ▪Account.Project ▪Account.Main Assignee ▪Account.Default Category ▪Account.Total Allocated |
BUD06 Top Total Vendor by Total Spend |
A bar chart that displays the total budget and total spend of the top 10 vendors ranked by spend. Report includes both fees and expenses. This report uses the following fields to gather information: •Spend oFilter Criteria ▪Account.AccountType ▪Account.Default Category ▪Account.Total Used oResults Display ▪Account.Vendor ▪Account.Default Category ▪Account.Project ▪Account.Total Used •Budget oFilter Criteria ▪Account.AccountType ▪Account.Default Category ▪Account.Total Allocated oResults Display ▪Account.Vendor ▪Account.Default Category ▪Account.Project ▪Account.Total Allocated |
