---
title: Reports Overview
description: "The Reports area gives you a live view of your firm: clients by type, engagement, compliance status, requests, verifications and offboarding. Filter, toggle, and export what you need."
url: "https://seamlss.com.au/help/reports-overview/"
updated: "2026-09-13"
category: Dashboard
---

# Reports Overview

The Reports section provides an overview of your firm’s activity across key areas of Seamlss. You can use reports to track client growth, monitor request progress, review identity verification status, and measure lead activity.

## Accessing Reports

Navigate to **Reports** in the left-hand menu. The Reports page is organised into six tabs, each covering a different area of your Seamlss data.

## Time Period Filters

Each report tab includes a time period filter so you can focus on the data that matters most. The available filter options are:

- **Current month** (default)
- **Last 7 days**
- **Last 30 days**
- **Last 3 months**
- **Last 12 months**
- **Custom**: select a custom start and end date range

Each tab displays a bar chart showing activity over the selected time period, along with a total count and a detailed list below.

## Report Tabs

### Contacts

View a summary of all [contacts](https://seamlss.com.au/help/managing-contacts/) in your firm. The report shows a chart of contact additions over time along with the total count. Use the **All Contacts / Active Contacts** toggle to switch between viewing all contacts or only those with an active status.

### Clients

Track your client entity growth over time. This tab shows a chart of new client entities added within the selected period, along with a total count.

### Groups

See how your [client groups](https://seamlss.com.au/help/managing-groups/) have grown over the selected time period, with a chart and total count.

### Requests

Monitor your onboarding and client request activity. The chart shows request volume over time. Use the **All Requests / Completed** toggle to filter between all requests or only those that have been completed.

### Identity Verifications

Review identity verification activity across your firm. This tab displays the number of identity verifications processed within the selected time period.

### Leads

Track lead activity over time. This tab shows new leads captured within the selected period, helping you monitor the effectiveness of your lead capture forms and client links.

## Related Guides

- [Managing Contacts](https://seamlss.com.au/help/managing-contacts/)
- [Managing Groups](https://seamlss.com.au/help/managing-groups/)
- [Understanding Contacts, Clients and Groups](https://seamlss.com.au/help/understanding-contacts-clients-and-groups/)
- [Understanding the Requests Dashboard](https://seamlss.com.au/help/understanding-the-requests-dashboard/)