Accounts Receivable "As Of" — Shows outstanding receivables as of a specified date. Useful for month-end snapshots and historical comparisons.

Accounts Receivable Aging – with Summary — Breaks outstanding invoices into aging buckets (Current, 30, 60, 90, 120+ days) with a summary total. The primary AR report for collections follow-up.

Accounts Receivable Aging Report V2 / V2 Extended / V2 New / V2 (Claim Share) — Enhanced versions of the AR Aging report with additional filtering, extended detail columns, and a Claim Share variant for organizations that split billing across adjusters or branches.

Aggregate Invoice — Combines multiple invoices into a single aggregate view, typically used for client billing summaries.

Custom Invoice Listing — A flexible invoice report with customizable column selection and filtering.

Invoice Listing – grouped by Supervisor — Groups invoices under each supervisor for management review.

Invoice Register — A chronological register of all invoices created within a date range.

Invoice Service Summary / Overview — Summarizes invoiced amounts by service type, showing which services drive the most billing.

Proforma — Generates proforma (draft) invoices for review before finalizing.

Payout Detail Listing / Summary — Itemized and summarized views of adjuster payouts.

Payout Listing – NEW! — An updated version of the payout listing with improved filtering and layout.

Payout Summary Export / Listing — Exportable payout summaries for external accounting systems.

Adjuster Billed Mileage Report — Tracks mileage billed by each adjuster for expense reconciliation.

Adjuster Revenue Summary (by Line Items Allocated / by Total Invoice Amount) — Two variants showing revenue attributed to each adjuster — one by individual line items, the other by total invoice amount.

Billing – Breakdown by Fee Schedule — Shows billing totals broken down by fee schedule, useful for comparing billing across different client rate structures.

Expense Report — Lists all expense entries for a given period.

Fee Schedule Listing — A reference listing of all configured fee schedules and their rates.

Unbilled Claims List — Claims that have not yet been invoiced. Use this to catch billing gaps.

Unbilled Closed Claims — Closed claims with no invoice generated — a critical report for revenue leakage prevention.

Unbilled Revenue Open Claims — Open claims with unbilled work, showing potential revenue that has not yet been invoiced.

Payments Received & Write-Off Report — Tracks payments received alongside any write-offs applied.

Payments Received report / New — Lists all payments received within a date range. The "New" variant has an updated layout.

Top Customers — Ranks clients by total billing, helping identify your highest-value accounts.

Client Code Listing — A reference of all client codes configured in the system.

Client Company Data (for Excel) — Exports company data in a format optimized for Excel analysis.

Client Contact Listing Summary — Lists primary contacts for all client companies.

FileTrac Billing Details: Symbility Bridge / User Listing / XactAnalysis Bridge — Billing detail reports for organizations using Symbility or XactAnalysis integrations.

FileTrac Billing Summary — A high-level summary of all billing activity for a selected period.

Insurance Company Listing Summary — Lists all insurance companies in the system with summary data.

NetSuite Export — Exports billing data in a format compatible with NetSuite accounting software.

State Tax Listing — Lists tax rates by state for billing compliance.

Run the Unbilled Closed Claims report regularly to ensure no revenue is lost on completed work.

Use the AR Aging V2 variants for more granular filtering when the standard aging report does not provide enough detail.

The NetSuite Export and Payout Summary Export reports are designed for integration with external accounting systems — confirm the export format matches your accounting software's import requirements.