00:00:00.000 — Open the practice reports
Click Reports to review the practice. Start with the summary figures, then use the report rows to understand the work behind them. The filters let you narrow the view by tag, client, or date range before you export or follow up.

00:00:20.000 — Choose a client filter
Open the Client filter and choose Jordan Lee. Leave the other filters unchanged for this example. Selecting a value prepares the filter; the summary still shows the prior results until you apply it. Check your selected scope before refreshing the report.

00:00:40.000 — Apply the scope and inspect the row
Click Apply to refresh the results. The summary now shows one open work item and one active client. Jordan Lee’s row is Ready for review with no outstanding requests. Read the status, assignee, and next action together before deciding what needs attention.

00:01:01.000 — Export the current report scope
Click the export button beside Work status report. The browser downloads a comma-separated file using the active filters. This verified download contains one Jordan Lee row. Find it in your browser’s downloads, then open it in a spreadsheet when you want to sort or analyze the report further.

00:01:24.000 — Read portfolio and turnaround in context
Client portfolio summarizes client activity and work in progress. Turnaround measures completed work duration. These reports are available on Pro and use the same filters. Here no completed work matches, so Turnaround is empty. That empty result is different from an unavailable report.

00:01:45.000 — Open the work behind a result
Click Jordan Lee in the Work status report to open the linked workspace. Review the file behind the result before taking action. Reports helps you identify the follow-up, while the workspace provides the document and work context needed to carry it out.