How to generate the TOP 100 clients report using the Revenue Analysis for one period report v.2

Navigate to Reports – Management – Fee and Revenue Analysis – Revenue Analysis for one period

Set the date range in the Preselect Tab.

In the Details Tab, customize the level of information by selecting or deselecting options, excluding the client. For instance, if you prefer a concise client list, only choose the client option.

Proceed by clicking the “Run Report” button.

Within the “Page Break & Sort Order” window, access the third Tab labeled “Top Selection”.

Inside the “Top Selection” Tab, input the desired number of clients or matters in the “Select top” field.

Opt for the top 100 clients or matters.

Define the parameter for the report based on Shared Fees, Invoice total amount, Variance, or Balance.

Modify the sort order in the Group Sort Order Tab.