> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Reports and Analytics > Eight built-in reports give partners and managers complete visibility into compliance status, penalties, client health, team performance, and firm revenue. **Roles involved:** CA Partner uses the firm-wide and profitability reports. CA Manager uses the operational and monitoring reports daily and weekly. CA Staff use the Document Status and GST/TDS Reconciliation reports during preparation work. *** ## Overview CA Practice Management includes eight purpose-built reports that cover the complete picture of your practice: which tasks are overdue, where GST figures do not match, how much penalty the firm has saved clients, which clients are most profitable, which are most at risk, and what documents and DSCs need attention this week. Every report is accessible from the Reports section of the CA Practice Management workspace. Some reports also have dedicated shortcut tiles on the workspace home page for one-click access. *** ## Report 1: Compliance Ageing **Business question:** Which compliance tasks are overdue and by how many days? **Who uses it:** CA Manager (daily triage), CA Partner (weekly firm review) **Path:** Reports section of the CA Practice Management workspace. Compliance Ageing report showing a table of overdue tasks sorted by days overdue, with a donut chart of Filed, Pending, and Overdue tasks in green, amber, and red ### Filters | Filter | What it does | | ------------------- | -------------------------------------------------------------------------------------- | | **Date Range** | Limits to tasks whose due date falls within the selected range. | | **Compliance Type** | Filters to a single category: GST, Income Tax, TDS, ROC, Secretarial, Audit, or Other. | | **Status** | Show only specific statuses: Overdue, Pending, In Progress, or Filed. | | **Assigned To** | Filters to tasks assigned to a specific staff member. | ### Columns | Column | What it shows | | ---------------- | --------------------------------------------------------------------------- | | **Client** | The client the task belongs to. | | **Task** | The compliance task name and link. | | **Form** | The statutory form being filed. | | **Type** | Compliance Type (GST, TDS, etc.). | | **Due Date** | The filing deadline. | | **Days Overdue** | Number of days past the due date. Negative if the task is not yet due. | | **Status** | Current status of the task. | | **Assigned To** | The staff member responsible. | | **Penalty Risk** | Estimated penalty accruing each day at the template's penalty-per-day rate. | **Chart:** A donut chart showing the proportion of tasks in Filed (green), Pending (amber), and Overdue (red) status for the filtered period. This gives an at-a-glance reading of the firm's compliance health. ### How to act on it 1. Sort by **Days Overdue** descending to find the most at-risk tasks first. 2. Filter by **Assigned To** to check individual staff workloads and spot who is overloaded. 3. The **Penalty Risk** column shows the estimated fine accruing each day. High-penalty-risk tasks deserve immediate escalation regardless of how many days overdue they are. 4. From the task link in the report, you can open the task directly and reassign it, change the status, or send a client reminder without leaving the report context. *** ## Report 2: GST/TDS Reconciliation Summary **Business question:** Where do ITC figures in the books differ from GSTR-2B? **Who uses it:** CA Staff (before filing GSTR-3B), CA Manager (review before submission) **Path:** Reports section of the CA Practice Management workspace. GST/TDS Reconciliation Summary report showing a table of clients with columns for Tax Liability, ITC Claimed, 2B ITC, Difference, and a Mismatch flag column ### Filters | Filter | What it does | | --------------------- | ----------------------------------------------------------------------- | | **Financial Year** | The assessment year to review. | | **Return Type** | GSTR-3B, GSTR-1, or TDS returns. | | **Client Engagement** | Filter to a single client to drill into their reconciliation in detail. | ### Columns | Column | What it shows | | ----------------- | ---------------------------------------------------------------------------------------------------- | | **Client** | The client engagement. | | **Period** | The return period (e.g., "April 2025"). | | **Return Type** | The form being reconciled. | | **Tax Liability** | The tax payable as per the firm's books. | | **ITC Claimed** | The Input Tax Credit claimed in the books. | | **2B ITC** | The ITC as appearing in GSTR-2B (the auto-populated ITC statement from the GST portal). | | **Difference** | 2B ITC minus ITC Claimed. A negative figure means the firm has claimed more than is available in 2B. | | **Status** | Whether the return for this period has been filed. | | **Mismatch Flag** | "Mismatch" if the Difference exceeds Rs. 1,000 in either direction. "OK" if within tolerance. | ### How to act on it 1. Filter the **Mismatch Flag** column to show only "Mismatch" rows. 2. For each mismatch, open the client's GSTR-2B data and reconcile it against the books. Common reasons include suppliers filing late, invoice number errors, or credits applied in the wrong period. 3. Resolve all mismatches before filing GSTR-3B. Filing with a known ITC mismatch may result in a GST notice. 4. Once reconciled, the Mismatch Flag updates to "OK" and the return can proceed. *** ## Report 3: Penalty Avoidance **Business question:** How much penalty did the firm save clients this period by filing on time? **Who uses it:** CA Partner (client-facing presentations, quarterly reviews), CA Manager (team performance review) **Path:** Reports section of the CA Practice Management workspace. Penalty Avoidance report showing a table of tasks filed in the period with columns for Due Date, Filing Date, Days Late, Penalty Avoided, and a summary row showing totals ### Filters | Filter | What it does | | -------------- | ---------------------------------------------------------------------------------------- | | **Date Range** | Filters based on the due date of tasks. Use a quarter or a year to see the full picture. | ### Columns | Column | What it shows | | ------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Client** | The client the task belongs to. | | **Form** | The statutory form filed. | | **Task** | The compliance task name and link. | | **Due Date** | The statutory deadline. | | **Filing Date** | The actual date the filing was completed. | | **Days Late** | Filing Date minus Due Date. Zero or negative means filed on time. | | **Penalty per Day** | The daily penalty rate for this form from the Compliance Task Template. | | **Penalty Paid** | Penalty actually incurred if the filing was late. Calculated as Days Late multiplied by Penalty per Day. | | **Penalty Avoided** | The penalty that would have applied if the filing were at its maximum late, minus what was actually paid. For on-time filings, this equals the full maximum penalty. | **Summary row:** The report footer shows **Total Penalty Avoided**, **Total Penalty Paid**, and **Total Tasks Filed** for the filtered period. ### How to act on it * Share the "Total Penalty Avoided" figure with clients during quarterly reviews or business meetings to demonstrate the concrete financial value of timely compliance. * Review the "Penalty Paid" column to identify clients who have recurring late filings. These clients may need more proactive reminders or a different document collection timeline. * A high penalty-paid figure for a specific form may indicate that the compliance task template's lead time is too short. Consider adjusting the document request lead time for that form. *** ## Report 4: Revenue vs Effort Analysis **Business question:** Which clients generate the best revenue per hour of staff time? **Who uses it:** CA Partner (quarterly fee review before engagement renewals) **Path:** Reports section of the CA Practice Management workspace. Revenue vs Effort Analysis showing a table of all active engagements with retainer fee, total invoiced, total hours, billable hours, and revenue per hour columns, plus a bar chart of top 10 clients ### Filters This report has no filters. It always shows all active engagements so that the partner sees the complete picture without the risk of an accidentally applied filter excluding clients. ### Columns | Column | What it shows | | -------------------- | ----------------------------------------------------------------------------------- | | **Client** | The client engagement. | | **Retainer Fee** | The fixed monthly or quarterly fee from the engagement record. | | **Total Invoiced** | The total amount invoiced to this client since the engagement became active. | | **Total Hours** | All time logs (billable and non-billable) recorded against this client. | | **Billable Hours** | Time logs with Billable = Yes only. | | **Revenue per Hour** | Total Invoiced divided by Billable Hours. This is the core profitability indicator. | **Chart:** A bar chart showing the top 10 clients ranked by Revenue per Hour. ### How to act on it * Identify clients whose Revenue per Hour is below your target threshold. These are candidates for a fee increase at the next renewal. Bring this report to the renewal conversation. * Identify clients with very high Revenue per Hour. They are getting strong value from the engagement and may be open to additional advisory services. Consider scheduling a proactive advisory meeting. * Check that clients with low billable hours but high retainer fees are accurately logging time. Under-logging distorts the Revenue per Hour figure upwards and gives a false impression of profitability. *** ## Report 5: Client Compliance Health Score **Business question:** Which clients are at risk across all compliance dimensions? **Who uses it:** CA Partner (monthly firm review), CA Manager (preparation for client visits) **Path:** Reports section of the CA Practice Management workspace. Client Compliance Health Score report showing a table of clients with individual dimension scores, a total score out of 100, and a Health Band column showing Green, Amber, or Red ### How the score is calculated Each client receives a score out of 100, made up of five dimensions: | Dimension | Score | How it is calculated | | ----------------- | ----- | ------------------------------------------------------------------------------------------------------------- | | **Filing Score** | /20 | Filed compliance tasks as a proportion of total tasks for the period, scaled to 20. | | **ITC/GST Score** | /20 | Starts at 20. Deducts 5 points for each GST/ITC mismatch exceeding Rs. 1,000 in the reconciliation report. | | **ROC Score** | /20 | Filed or approved ROC filings as a proportion of total ROC obligations for the period, scaled to 20. | | **Meeting Score** | /20 | Completed client meetings as a proportion of 4 expected meetings per year, scaled to 20. | | **KYC Score** | /20 | DIR-3 KYC filings completed as a proportion of total DIR-3 filings required for the engagement, scaled to 20. | **Health Bands:** | Band | Score Range | What it means | | --------- | ----------- | ------------------------------------------------------- | | **Green** | 80 or above | Client is well-managed across all compliance dimensions | | **Amber** | 50 to 79 | Some dimensions need attention | | **Red** | Below 50 | Client is at risk and needs immediate review | ### Columns | Column | What it shows | | ----------------- | ----------------------------------------------- | | **Client** | The client engagement. | | **Filing Score** | Score out of 20 for task completion rate. | | **ITC/GST Score** | Score out of 20 for GST reconciliation quality. | | **ROC Score** | Score out of 20 for ROC filing completion. | | **Meeting Score** | Score out of 20 for client meeting frequency. | | **KYC Score** | Score out of 20 for DIR-3 KYC compliance. | | **Total Score** | Sum of all five dimensions, out of 100. | | **Health Band** | Green, Amber, or Red based on Total Score. | **Chart:** A bar chart of the top 10 clients by Health Score. Use this to show partners and clients the benchmark at a glance. ### How to act on it * Filter by Health Band = Red to find the clients who need immediate attention. Schedule a call or meeting to address the gaps before they result in penalties or notices. * Share individual scores with clients who want a benchmark view of their compliance status. The score demonstrates the firm's value and gives clients a clear picture of where they need to improve their own record-keeping. * A consistently low Meeting Score across many clients may signal that the firm's meeting cadence needs to be increased. The score is 20 for 4 meetings per year: one per quarter. *** ## Report 6: Income Computation Summary **Business question:** What is the ITR filing status and tax position for every client this assessment year? **Who uses it:** CA Manager (monitoring during ITR filing season), CA Partner (progress overview at a glance) **Path:** Reports section of the CA Practice Management workspace. Income Computation Summary report showing a table of all assessees with PAN, assessment year, ITR form, taxable income, total tax, net payable, and status columns ### Filters | Filter | What it does | | ------------------- | ------------------------------------------------------------------ | | **Assessment Year** | The assessment year to review (e.g., AY 2025-26). | | **Status** | Filter by computation status: Draft, Computed, Approved, or Filed. | ### Columns | Column | What it shows | | ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------- | | **Computation** | Link to the CA Income Computation record. | | **Assessee** | The client or individual this computation belongs to. | | **PAN** | The Permanent Account Number of the assessee. | | **Assessment Year** | The assessment year this computation covers. | | **ITR Form** | The ITR form recommended or selected for this assessee. | | **Recommended Regime** | Whether the Old or New tax regime is recommended based on the computation. | | **Taxable Income** | The total taxable income after all deductions. | | **Total Tax** | Tax payable before prepaid taxes. | | **Net Payable** | Tax payable after deducting TDS, advance tax, and self-assessment tax paid. A negative figure means the assessee has a refund due. | | **Status** | Draft, Computed, Approved, or Filed. | ### How to act on it * Filter by Status = "Computed" to see all computations that are ready for client approval. Send approval requests through the portal for these clients. * Sort by **Net Payable** descending to prioritise high-value returns. These clients may need advance tax payment reminders if the net payable is significant. * Export the report to CSV for MIS reporting or for sharing with the firm's senior partner as a progress summary during peak ITR season. *** ## Report 7: DSC Expiry Alert **Business question:** Which Digital Signature Certificates are expiring within the next 60 days? **Who uses it:** CA Manager (weekly monitoring), CA Partner (renewal decisions and client contact) **Path:** Reports section of the CA Practice Management workspace. Also accessible from the DSC Management shortcut tile. DSC Expiry Alert report showing DSCs sorted by days to expiry, with columns for holder name, engagement, class, valid till date, days remaining, and status ### Filters | Filter | What it does | | --------------- | --------------------------------------------------------------------------------------------------------------------- | | **Within Days** | Shows only DSCs expiring within this many days from today. Default is 60. Set to 14 for a tighter critical-only view. | ### Columns | Column | What it shows | | ------------------ | --------------------------------------------------------------------------------------------------------------------------- | | **DSC** | Link to the DSC record. | | **Holder** | The person whose certificate this is. | | **Engagement** | The client engagement this DSC belongs to. | | **Class** | Class 2, Class 3, or DGFT. | | **Valid Till** | The expiry date of the certificate. | | **Days to Expiry** | How many days remain until expiry. The report is sorted ascending by this column so the most urgent DSCs appear at the top. | | **Status** | Active, Expiring Soon, or Expired. | ### How to act on it 1. Review this report every Monday morning. 2. For any DSC with fewer than 14 days remaining, contact the client or their director immediately to initiate renewal. A Class 3 DSC typically takes one to three working days to renew through providers such as Emudhra, Sify, or NSDL. 3. For DSCs already showing **Expired**, check whether any filings linked to that holder are pending. Those filings are blocked until the renewal is complete. 4. After renewal, create a new DSC record with the updated validity dates. See [DSC Management](/professional-services/ca-practice-management/dsc-management) for the renewal procedure. *** ## Report 8: Document Status **Business question:** Which document requests from clients are still outstanding and how overdue are they? **Who uses it:** CA Staff (daily follow-up calls), CA Manager (weekly review of the whole portfolio) **Path:** Reports section of the CA Practice Management workspace. Document Status report showing document requests sorted by due date, with columns for title, engagement, related form, period, due date, days overdue, and status ### Filters | Filter | What it does | | --------------------- | ----------------------------------------------------------- | | **Status** | Filter to Open, Partially Received, Received, or Cancelled. | | **Client Engagement** | Filter to a single client's document requests. | ### Columns | Column | What it shows | | ---------------- | ----------------------------------------------------------------------- | | **Request** | Link to the CA Document Request record. | | **Title** | The document request name (e.g., "Documents for GSTR-3B April 2025"). | | **Engagement** | The client engagement this request belongs to. | | **Related Form** | The statutory form this request supports. | | **Period** | The financial period this request covers. | | **Due Date** | The date by which documents were needed. | | **Days Overdue** | Days past the due date. Negative means the due date has not yet passed. | | **Status** | Open, Partially Received, or Received. | The report is sorted by **earliest due date first**, so the most pressing requests appear at the top. ### How to act on it 1. Filter by Status = "Open" and sort by **Days Overdue** descending to prioritise follow-up calls. Clients with the longest-overdue document requests should be called first. 2. A document request that is 7 or more days overdue is blocking the compliance task it supports. Escalate these to the CA Manager immediately. 3. From the request link, you can open the document request and see exactly which items are still missing. Use this detail when calling the client so you can tell them specifically what is needed. 4. Use the **Client Engagement** filter to pull a per-client view before a client meeting, so you can discuss all outstanding documents in one conversation rather than item by item. *** ## Workspace Access All eight reports are available from the **Reports** section of the CA Practice Management workspace. Four reports also have dedicated shortcut tiles on the workspace home page for one-click access: * Compliance Ageing (orange tile) * Client Compliance Health Score (blue tile) * DSC Expiry Alert (yellow tile) * Revenue vs Effort Analysis (green tile) Partners and managers can bookmark any report in the portal for quick access from their personal dashboard. *** ## Best Practices * **Use Compliance Ageing daily for operational triage, not just weekly.** A task that is 1 day overdue is easy to recover. A task that is 14 days overdue may already have a penalty notice. * **Run the GST/TDS Reconciliation Summary before every GSTR-3B filing, not after.** Mismatches discovered after filing require amendments, which carry their own risk and cost. * **Share the Penalty Avoidance report with clients at the annual review.** The total penalty avoided is a concrete, rupee-denominated demonstration of the value the firm provides. Most clients are surprised by how large this figure is. * **Review the Revenue vs Effort Analysis before every engagement renewal.** Fee decisions made without this data are guesswork. The report gives you the objective position in under a minute. * **Sort the DSC Expiry Alert by Days to Expiry ascending every Monday.** The default sort already does this, but confirm it has not been changed. The most critical renewals must be at the top. * **Use the Document Status report as the script for follow-up calls.** Open the per-client filter before calling, so you know exactly which documents are missing and can give the client a specific list rather than a vague reminder. *** ## Related Features * [Compliance Tasks](/professional-services/ca-practice-management/compliance-tasks) for the records that feed the Compliance Ageing and Penalty Avoidance reports. * [Document Management](/professional-services/ca-practice-management/document-management) for the records that feed the Document Status report. * [DSC Management](/professional-services/ca-practice-management/dsc-management) for the records that feed the DSC Expiry Alert report. * [Time Tracking and Billing](/professional-services/ca-practice-management/time-billing) for the time logs and invoices that feed the Revenue vs Effort Analysis and Utilisation reports.