See how your practice is performing, live
An executive dashboard for tasks, leads, clients and team activity, plus a report builder, ready-made templates, exports and scheduled email reports. Reports & Analytics is currently in beta.
Signatures
- Engagement letter, Harbour & Co2 of 2 signedCompleted
- Director declaration, Rivera Trust1 of 2 signedIn progress
- Tax authority form, Kestrel Pty LtdWaiting on 1 signer Remind
- Live dashboard
- Report builder
- Template gallery
- CSV, Excel and PDF
7-day free trial on Starter, Professional and Advanced. Set up in minutes.
One feature that replaces the spreadsheet you rebuild every month
Reports read from the same data your team works in, so there is nothing to export and reconcile first.
- Monthly spreadsheet reporting
- Manual exports
- Chasing numbers from the team
Without it
- Numbers copied into a spreadsheet each month
- Reports out of date by the time you read them
- Different people with different figures
With Portal 360
- A live dashboard
- Saved reports your whole team can open
- Scheduled emails to the right people
Dashboard
A live summary of the practice
The Executive Dashboard summarises tasks, leads, clients and team activity. Change the period to Daily, Weekly, Monthly or All, and refresh to reload.
- Tasks by status
- Lead pipeline
- Clients and team activity
- Share, PDF and CSV buttons
Signatures
- Engagement letter, Harbour & Co2 of 2 signedCompleted
- Director declaration, Rivera Trust1 of 2 signedIn progress
- Tax authority form, Kestrel Pty LtdWaiting on 1 signer Remind
Build
Build the report you need
Click New Report, name it, choose the data, pick your columns, run a preview and save. Start from the Template Gallery when a ready-made report fits.
- Choose data and columns
- Run a preview before saving
- Ready-made template gallery
- Report Library for the whole team
Billing report
This month- Billable time42.5 hrs
- Value-based lines$6,200
See it with your own clients.
7-day free trial on Starter, Professional and Advanced. Set up in minutes.
Deliver
Export it or email it on a schedule
Export any saved report to CSV, Excel or PDF, or choose how often it runs and who receives it by email.
- CSV, Excel and PDF export
- Scheduled email reports
- All team reports or My reports
- Search the library by name
Broadcast: EOFY reminders
Draft- SubjectYour end-of-year checklist
- Sender mailbox[email protected]
- RecipientsSegment: Sole traders (86)
- ContentTemplate designed and previewed
Everything included, nothing to bolt on
All of this is part of Portal 360, on the same client record as the rest of your practice.
Executive Dashboard
Live summary with a period selector.
Report builder
Choose data, columns and filters.
Report Library
Team reports and your own.
Template Gallery
Start from a ready-made report.
Exports
CSV, Excel and PDF.
Scheduled reports
Email a report on a schedule.
How it works
- 1
Open the dashboard
Pick a period and refresh.
- 2
Create a report
Name it, choose data and columns.
- 3
Preview
Run a preview to check the rows.
- 4
Save and share
It joins the Report Library.
- 5
Schedule it
Choose how often and who receives it.
Part of one platform, not another tab
Everything here works with the rest of Portal 360, so the work you do in one place shows up where it matters.
Frequently Asked Questions
Yes, in beta. The page is marked BETA in the product.
Stop rebuilding the same spreadsheet. Start your free trial.
Open the dashboard and build your first report.
7-day free trial on Starter, Professional and Advanced. Set up in minutes. Or talk to our team.