| AR Aging by Client |
ar_balances |
Open accounts-receivable balance per client with days since last payment and finance charges, bucketed into aging tiers (0-30/31-60/61-90/90+) using invoice_date. |
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| Client Associate Relationships |
client_associates |
Active external associate relationships grouped by associate type (bank, attorney, related entity, etc.), showing how many clients have each type of relationship. |
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| Client Contact Directory by Category |
client_contacts_crm |
Named contacts per client with job title and contact category, enriched with client name from the existing clients table - a CRM directory and coverage report (clients with no named contact stand out). |
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| Clients per Mailing List |
client_mailing_membership |
Count of clients enrolled in each firm mailing list (members only), for marketing segmentation and list-size tracking. |
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| Client Note Activity Over Time |
client_notes |
Volume of CRM notes logged per client per month, broken out by note category, to track engagement and follow-up activity. Excludes private notes by default. |
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| Note Activity by Staff |
client_notes |
Ranks staff by number of client notes authored, with distinct clients touched, to surface client-engagement leaders and coverage gaps. |
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| Active Clients by Office |
clients |
Active client counts per office. |
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| Pending Approval Backlog |
document_pending_approvals |
Open document approval queue: every document awaiting approval with portal, folder, current status, who last modified it and how long it has been waiting (aging), so reviewers can clear the backlog. |
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| Document Revision Volume |
document_versions |
Documents ranked by number of versions (revision churn), joining documents to document_versions, to surface heavily-revised files that may indicate review friction or unstable deliverables. |
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| Checked-Out / Expiring Documents |
documents |
Risk monitor listing documents currently checked out (potential lock contention) and documents past or near their expiration date, with responsible user, for cleanup and compliance. |
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| Documents by Type and Year |
documents |
Document inventory matrix counting documents grouped by document type and tax/filing year, with total file size, to show where document volume concentrates across the firm. |
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| Documents per Client |
documents |
Document count and total storage per client/entity, highlighting clients with the largest document footprints; supports drill-down by document type. |
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| Recent Document Activity |
documents |
Most recently created or modified documents across the firm in a chosen window, with class, type, owner and modifying user, to give a real-time activity feed. |
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| E-File Rejections |
efile_status |
Returns whose e-file status is Rejected. |
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| E-File Readiness |
elf_return_units |
Per-return e-file unit readiness: unit status vs previous filing status across federal/state units, joined to returns for client/year/type. Highlights units not yet ready to release. |
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| E-File Refund and Debit Summary |
elf_status_detail |
Aggregated refund-due and electronic-debit/deposit amounts and counts by summary status and unit, with due-date timeline. Helps track cash-impacting filings and approaching deadlines. |
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| Open Invoices Unpaid Summary |
invoices |
All open invoices with unpaid balances, by client and invoice date; total firm receivable from invoiced work and aging of unpaid amounts. |
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| Licensed Tax Years Coverage |
licensed_tax_years |
Lists firm-licensed tax years alongside the count of returns and templates present for each year, flagging years with returns but no license coverage or vice versa. |
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| Engagement / Project Progress |
projects |
Workstream projects with planned vs statutory due dates, status, and budget-hours consumption (actual/budget %), excluding completed projects. |
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| Config-Set Usage |
return_configurations |
Number of returns attached to each return configuration set (joins returns.return_configuration_set = return_configurations.name). Identifies heavily used vs orphaned config sets. |
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| Returns by Tax Jurisdiction |
return_tax_jurisdictions |
Count of returns per tax authority/jurisdiction, broken out by tax year and return type (joins returns on return_id). Surfaces jurisdiction footprint and any jurisdictions with errors. |
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| Return Template Inventory |
return_templates |
Available return templates and versions by tax year and return type, with the count of returns instantiated from each. A planning dimension for which template versions are in active use. |
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| Returns by Status |
returns |
Count of returns grouped by current status. |
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| Returns by Tax Year & Type |
returns |
Return volume by tax year and return type. |
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| Headcount by Department and Position |
staff |
Org composition: staff counts by department and position/title to show seniority and team sizing. |
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| Headcount by Office and Status |
staff |
Active vs inactive staff counts grouped by home office (and region), the core firm headcount view. |
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| Staff Tenure and New Hires |
staff |
Tenure analysis using hire_date/termination_date; flags new hires and recent terminations by office for retention reporting. |
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| Staff Assignments per Client |
staff_client_assignments |
Coverage matrix: for each client, the assigned staff and their assignment role/position. Joins to existing clients and staff for names. |
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| Staff Client Load |
staff_client_assignments |
Workload balancing: number of distinct clients assigned to each staff member, by office and position. |
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| Signer Roster and PTIN Compliance |
staff_signers |
Roster of all return signers/preparers with PTIN confirmation, CAF, ERO PIN and license, flagging unconfirmed PTINs for compliance. |
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| Staff Budget vs Actual |
task_budgets |
Per-role original/current budget hours against actual time with over/under variance, rolled up by assigned staff. Highlights realization issues. |
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| Checklist Completion Rate by Task |
task_checklist_items |
Percentage of checklist items completed per task, surfacing tasks with procedural steps still outstanding. |
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| Billing by Service Code Class |
time_entries |
Total billed amount and hours rolled up by service class and category for the period - shows revenue mix across service lines. |
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| Hours by Staff and Client |
time_entries |
Total logged and billable hours summarized by staff member and client over a period. Productivity / utilization view. |
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| Realization by Service Code |
time_entries |
Realization rate = billed_amount / standard_amount, with adjustment write-up/write-down, grouped by service code and class. Identifies where the firm leaks value. |
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| WIP by Client |
time_entries |
Unbilled work-in-progress (standard_amount where not yet invoiced, progress_inv_int_id is null) aged by transaction date and grouped by client and responsible staff. |
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| Bookings Calendar / Resource Load |
workflow_bookings |
Scheduled booked hours per staff resource over the booking window, to assess capacity and load balancing. |
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| Overdue Tasks |
workflow_tasks |
Tasks whose due_date has passed and that are not yet completed, with assignee, client and days overdue, for partner follow-up. |
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| Tasks by Status |
workflow_tasks |
Count of open workflow tasks grouped by current status and task category, to see pipeline distribution across the firm. |
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