The Pending Documents report lists documents that are still waiting on a client to complete, that is, outstanding paperwork you're expecting back. It brings together two kinds of items in one list: client documents that haven't been completed, and form submissions that are still outstanding, so you can chase up everything that's pending in one place.

Reports → Clients → Pending Documents.

One row per outstanding item, listing the client, the document or form that's pending, and the relevant date, so you can see what each client still owes you. Because the list combines client documents and form submissions, both types appear together in the same table.

This report is a list. It shows individual records, not calculated totals, so there are no formulas to explain here.

See Filters and date ranges for Location and the date controls.

See Printing and exporting reports for how print and export work and the 1,000-row PDF limit.