June 16, 2025
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NextGen reports provide enhanced flexibility, allowing users to optionally filter the records included, change the sort, and change the report layout.

Accessing NextGen Reports

You can access the NextGen reports from the Reports Center.

1. Click the Reports menu.
2. Select the NextGen Reports tab.

For additional information on using the Reports Center, see the Reports Overview article.

Running a NextGen Report

1. Select the report from the list.
2. Specify your desired options on the following tabs:
   1. Filter
   2. Sort
   3. Display Options
3. Click Run Report. The report will be opened in a new window.

Filter

The Filter tab allows you to limit information shown on the report depending on one or more criteria. For example, you can limit transactions based on the date of the transaction, the client they are assigned to, and/or the staff assigned to the transaction. The following options are available:

• All Dates – Select a date option by day, week, month, quarter, or year; select Custom and enter the Date From and Date To; or select All to include all dates.
• Clients – Select the client(s) you want to be included on the report, or select All Clients. Optionally select the Include Inactive Clients check box.
• Staff – Select the staff you want to be included on the report, or select All Staff.
• Originator – Select the originator you want to be included on the report, or select All Originators.
• Billing Partners – Select the billing partner(s) you want to be included on the report, or select All Partners.
• Billing Groups – Select the billing group(s) you want to be included on the report, or select All Billing Groups.
• Client Types – Select the client type(s) you want to be included on the report, or select All Client Types.
• Client Groups – Select the client group(s) you want to be included on the report, or select All Client Groups.

Sort

The Sort tab allows you to change the order and the grouping of information shown on the report depending on one or more criteria. For example, you can show detailed or summary information, sorted by date but grouped by client, with or without a total for the group. The following options are available:

• Sort by – Select the field used to sort the records on the report. (Note: Sort by is only available if the Layout is set to Detailed.)
• Sort Order – Select whether you want the report to be sorted in Ascending or Descending order. (Note: Sort Order is only available if the Layout is set to Detailed.)
• Group by – Select the field by which you want records grouped. Select None if you do not want to group records. (Note: You must select a group if the Layout is set to Summary.)
• Group Sort Order – Select whether you want the groups to be sorted in Ascending or Descending order. (Note: Group Sort Order is only available is the Group by is set to a field other than None.)

Display Options

The Display Options tab shows additional options for the report. For example, you may be able to include or exclude a total for all records on the report. The options available depend on the selected report.

• Layout – Select if you want a Detailed report, or a Summary report.
  • The Detailed report includes the invoice information.
  • The Summary report displays the Group invoice only.
• Display Report Total – Select this check box if you want to display a total at the bottom of the report.
• Display Group Total – Select this check box if you want to display a total for each group. (Note: Display Group Total is only available if the Group by is set to a field other than None.)

Available Reports

The NextGen Reports tab currently includes access to the following reports.

• Open Retainer Invoices Report

Common Questions About NextGen Reports

The NextGen Reports tab is not available. Why?

The NextGen Reports feature has recently completed development and is now in the process of being rolled out to users. If you are unable to access this feature, please contact Mango Support and they can work to make this available for you.

I can’t always see the NextGen Reports tab. How can I access it?

On some devices, the screen does not show enough space for the NextGen Reports tab to be displayed. Try decreasing the Zoom setting in your browser to provide more space.

Learn More

• Reports Overview
• Open Retainer Invoices Report