WEBVTT

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Click Reports to review the practice.

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Start with the summary figures, then use the
report rows to understand the work behind

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them.

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The filters let you narrow the view by tag,
client, or date range before you export or

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follow up.

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Open the Client filter and choose Jordan
Lee.

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Leave the other filters unchanged for this
example.

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Selecting a value prepares the filter; the
summary still shows the prior results until

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you apply it.

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Check your selected scope before refreshing
the report.

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Click Apply to refresh the results.

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The summary now shows one open work item and
one active client.

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Jordan Lee’s row is Ready for review with no
outstanding requests.

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Read the status, assignee, and next action
together before deciding what needs

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attention.

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Click the export button beside Work status
report.

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The browser downloads a comma-separated file
using the active filters.

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This verified download contains one Jordan
Lee row.

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Find it in your browser’s downloads, then
open it in a spreadsheet when you want to

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sort or analyze the report further.

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Client portfolio summarizes client activity
and work in progress.

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Turnaround measures completed work duration.

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These reports are available on Pro and use
the same filters.

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Here no completed work matches, so
Turnaround is empty.

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That empty result is different from an
unavailable report.

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Click Jordan Lee in the Work status report
to open the linked workspace.

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Review the file behind the result before
taking action.

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Reports helps you identify the follow-up,
while the workspace provides the document

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and work context needed to carry it out.