FYI Elite reporting
Extend FYI Elite with connected Power BI reporting.
Bring time, billing, WIP, productivity and practice-performance data into an interactive Microsoft Power BI reporting suite configured around your firm’s partners, managers, teams, clients and jobs.
Extend your reporting capability
FYI Elite manages the practice. Practice Clarity adds another way to see it.
FYI Elite already provides practice management, time and billing, workflow, reporting and automation. Practice Clarity complements those capabilities with a managed Power BI reporting model built around connected, interactive firm-wide analysis.
One consistent data model
Apply consistent calculations and reporting logic across people, clients, jobs, WIP, billings and debtors.
Interactive analysis
Filter and explore reporting by partner, manager, staff member, client, job and reporting period.
Historical trends
Track how productivity, WIP, recoverability and collections are changing rather than relying only on a current snapshot.
Role-based Power BI views
Deliver firm-wide leadership reporting alongside secure management and individual staff views.
Practice Clarity is not presented as a replacement for FYI Elite. It provides an additional managed reporting layer for firms that want their practice data delivered through Microsoft Power BI.
Connected practice intelligence
See the commercial chain across your entire firm.
Connect the reporting journey from recorded time and productive work through to WIP, billing, recoverability and collected cash.
Timesheet compliance
Identify complete, missing and late time entries across teams and individuals.
Productivity and capacity
Compare productive hours, available capacity and targets across every level of the firm.
Current and aged WIP
Surface ageing balances and problem jobs while there is still time to act.
Billing and recoverability
Understand invoiced amounts, write-offs and recovery across clients and people.
Debtors and collections
Separate overdue invoices from amounts due this week and next.
Underlying detail
Move from firm-wide results to the people, clients, jobs and transactions behind them.
From summary to detail
Turn practice performance into clear management conversations.
Give partners and managers a consistent view of productivity, incomplete timesheets and capacity-reducing time, with the ability to investigate the people and entries behind each result.
- Weekly and monthly productivity highlights
- Pending timesheet visibility
- Productivity against targets
- Drill-through to staff and entry detail
How it works
Keep working in FYI Elite. Add a managed Power BI reporting layer.
We confirm access, structure the reporting model and configure the appropriate views around your firm without replacing your FYI workflows.
Confirm reporting access
Confirm the available FYI Elite data, access method and required reporting scope.
Structure the data
Organise relevant people, clients, jobs, time, WIP and billing data into a consistent model.
Configure firm views
Apply your targets, structures, filters and role-based access requirements.
Train and roll out
Provide partners, managers and staff with the correct views, training and support.
The precise connection and available data are confirmed during discovery before implementation scope and pricing are finalised.
Built for the whole firm
The right reporting view for every role.
Leadership receives broad firm visibility while managers and staff see only the information appropriate to their responsibilities.
Partners and owners
Firm-wide visibility across performance, WIP, billing, recovery and debtors.
Directors and managers
Team, client and job-level views for earlier performance conversations.
Practice managers
Daily visibility across timesheets, WIP, billing queues and collections.
Individual staff
Secure self-service reporting without exposing wider firm information.
FYI Elite reporting FAQs
Common questions from FYI firms.
Practice Clarity complements FYI Elite with a managed Microsoft Power BI reporting layer.
01 Does Practice Clarity replace FYI Elite?
No. FYI Elite continues to manage your practice, documents, workflows, time and billing. Practice Clarity adds an additional interactive Power BI reporting layer.
02 Does FYI Elite already include reporting?
Yes. FYI Elite includes reporting and data-analysis capabilities. Practice Clarity is for firms that also want a managed, accounting-specific reporting suite delivered through Power BI.
03 What FYI Elite data can be reported?
The reporting scope can include relevant practice, time, client, job, WIP, billing and performance information. Exact availability is confirmed against your firm’s environment during discovery.
04 Can we report on FYI workflow information?
Workflow reporting requirements can be explored during scoping. Available fields, processes and desired measures need to be confirmed against how the firm has configured FYI.
05 Can users receive different levels of access?
Yes. Role-based access and row-level security can provide different reporting views for partners, managers and individual staff.
06 How is scope and pricing confirmed?
We first review your FYI Elite setup, reporting priorities, required data and user structure. The agreed implementation scope, timing and pricing are then confirmed before work begins.
FYI Elite reporting
See what your FYI Elite data could look like in Power BI.
Book a reporting review and we’ll discuss your FYI setup, current reports, workflow requirements and the additional visibility your partners and managers need.