Includes Billing Realization Report Overview and How To Print Report
The “Billing Realization” report provides an analysis of fees that have been billed and the amount of fees that have been realized from that, as well as variances. The report displays the data as three separate summaries depending on the report by option selected. For example. 1. Responsible Lawyer 2. Working Lawyer and 3. Type of Law. The details include the hours, fees, billed fees, variance, % realized and the effective rate/hr.
This report includes clients/matters that are open and closed.
To print report:
- Click on Reports
2. Select the Billing Realization report
3. Transactions From - Select the date range for transactions to include on the report. Default range is 01/01/1980 to current date.
4. Report by -Filter the report by “Firm”/ “Responsible lawyer”/ “Originating lawyer” / “Working Lawyer” / “Assigned Lawyer”. Default selection is “Firm”.
5. Lawyer / Timekeeper - To report for a single lawyer or range of lawyers either by “Responsible or Originating lawyer” click on “Select” and select the relevant Lawyers to report on. To include all Lawyers, leave the default setting to “All”. A separate page will print for each lawyer. Default selection is “All”.
6. Type of Law - To report for a specific type of law, click on “Select.” To report on all types of Law, leave the default setting to “All.” Default selection is “All”.
7. Options - Select “Alpha” to sort by client name or select “Numeric” to sort by client number. Default selection is “Alpha”.
- Select “Summary Only” to only view a summary of the report.
8. Output Options - Select “View” to display the report on your screen, “Export to CSV” to export the report or “Print” to print the report.
9. Summary Only
- This box can be selected to produce only the summary as displayed in the report example below.
10. If the Summary Only box is NOT selected, then an additional report is created. This report provides details for each Lawyer. These details include each client/matter that the lawyer billed in the time period. Hours, fees, billed fees, variance, % realized and effective rate/hr are detailed per client/matter. The Responsible Lawyer, Originating Lawyer, Assigned Lawyer, Type of Law and Working Lawyer are also detailed per client/matter.
Billing Realization Report (Detailed) Example
Note:
The report can be exported to Excel or PDF from the “View” screen.
Billing Realization Report (Summary) Example
Tips:
- Select Memorize to add the report with the current options to the Memorized Reports. Report can only be added once to the memorized reports.