Practice management

IRIS Practice Reporting

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With IRIS Practice Reporting, IRIS customers have access to all their clients’ information held in the IRIS database.

Unlocking the information in the SQL Server database with business views means that valuable insight can be gained to help drive the practice.

Users can create specific real-time reports using familiar tools with Microsoft Excel. Even more functionality is possible with Microsoft Report Builder and third party tools such as Crystal Reports.

Turn your data into valuable information, with all the reports you need to manage your practice.

 

Key features:

  • Free of charge to existing IRIS customers

  • Populate reports from IRIS Practice Management, IRIS Time & Fees and other IRIS Accountancy Suite products

  • Real-time connectivity to Microsoft Excel and Microsoft Report Builder (available with SQL Server at no additional cost) - works with other third-party solutions, such as Crystal Reports

  • Endless possibilities for reports on the things that matter most to your practice using leading report writer and query tools

  • Free IRIS data dictionary with full information on the available database views. This includes the 'Getting Started with Practice Reporting' guide.


Key benefits:

Seamless integration

Increase productivity and save time with our true-integration of products built around a centralised database. This means no re-keying of data, reducing errors and ensuring that your information is more accurate.

Save time through efficiency

With 34 years’ experience, our products have been designed with you in mind for simple navigation, comprehensive features and integrated data. All this means that our users save an average of 22 hours per person, per month by using IRIS.

Connect with clients

Work closer and more intuitively with your clients through unique integration across our cloud and desktop solutions that enable superior client collaboration and gives added value to all your client relationships.

Complete solution

Remove time wasting complexities of moving and rekeying data from one product to another with our integrated end-to-end solutions.


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