Period Reports and Lean Insights Custom Analytics in LeanLaw

Beyond the standard reports, LeanLaw offers two advanced analytics tools: Period Reports for customizable cross-period comparisons, and Lean Insights — a full dashboard and custom reporting suite for deeper firm analytics.

Period Reports

Period Reports are highly customizable reports that let you compare billing and productivity data across multiple time periods side-by-side. They are useful for:

Month-over-month comparisons: See how this month's hours, billing, or collections compare to last month or the same period last year.
Custom groupings: Organize data by any combination of users, clients, matters, practice areas, or time periods.
Trend analysis: Spot patterns in billing, collections, or productivity across multiple periods at once.

Navigate to: Reports → Period Reports

📋 Note: Period Reports are highly flexible but require more configuration than standard reports. The report builder lets you select which metrics to include and how to group them. Plan your report structure before building to save time.

Custom Checkbox Report

The Custom Checkbox Report compares billing for time entries that have been marked (flagged) vs. unmarked. Firms that use a custom billing flag on entries can use this report to track how flagged entries differ from standard billing — for example, comparing pro bono entries against billable entries, or tracking entries that required partner review.

Navigate to: Reports → Custom Checkbox Report

Lean Insights Overview

Lean Insights is LeanLaw's advanced analytics and dashboard suite. Unlike standard reports (which use fixed templates), Lean Insights lets you build fully custom visualizations using LeanLaw's underlying data.

Key capabilities:

Custom dashboards: Build dashboards with charts, tables, and KPI cards tailored to your firm's specific reporting needs.
Multiple datasets: Build reports from two pre-built datasets — Activities (time entries, expenses, fixed fees) and InvoicePayments (invoices and collections).
Advanced filtering: Apply complex filters, date ranges, and groupings not available in standard reports.
Sharing: Share dashboards with other LeanLaw users at your firm.

Getting Started with Lean Insights

Navigate to Reports → Lean Insights (or Insights).
From the Lean Insights homepage, click Add Dashboard to create a new dashboard.
Give the dashboard a name.
Click Add Item to add your first chart or table.
Select a Dataset (Activities or InvoicePayments).
Configure the visualization type, dimensions, metrics, and filters.
Save and continue adding items to build out your dashboard.

💡 Pre-built reports in Lean Insights: Lean Insights includes several pre-built reports accessible from the Reports page — including invoice status summaries, payment frequency analysis, and timekeeper productivity snapshots. These are good starting points before building custom dashboards.

Pre-Built Lean Insights Reports

Report	What It Shows
Invoice Status	Status of invoices defaulting to the past year — outstanding balances, partial payments, completed payments.
Payment Frequency	Frequency and total amount of payments over time.
Time Entries Overview	Time entries within the last 30 days — timekeeper productivity and time billed by client.
Matter Detail	Time, expenses, and fixed fees for a specific matter, filterable by date and matter.
Billed Entries	Time, expenses, and fixed fees included in invoices at any stage, filtered by invoice date.
User Timekeeper Activity	Individual timekeeper's time entries for the last 7 days — for self-monitoring.
Outstanding Invoices	Invoices with outstanding balances.