Reporting
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      1. Dye & Durham Knowledge Base
      2. Unity® Accounting
      3. Reporting

      Overview of the Client Listing Report

      Includes Client Listing Overview and How To Print Report

       The “Client Listing” report provides a list of all open clients/matters with a quick summary of their balances and can be viewed as an alphabetic or numeric list with optional filters such as responsible lawyer, type of law and major client. The report includes total unbilled hours, fees and disbursements, billed (Accounts Receivable) fees and disbursements/taxes, as well as trust balances. 

      To print report: 

      1. Click on “Reports”
      2. Select the “Client Listing report
      3. Transactions From - Select the date range for transactions to include on the report.

      Note: 

      • Default range is 01/01/1980 to current date. The From date is critical and must be before any data has been entered that may affect the report as opening balances will not be included.

        4.    Report by - Filter the report by “Firm”/ “Responsible lawyer”/ “Originating lawyer” / “Assigned            Lawyer” / “Assigned Assistant”.  Default selection is “Firm”.

      5.   Client / Matter - Select the “Clients /Matters” to include by clicking on “Range” and enter the Client/Matter number or range of Client/Matter numbers required. Default selection is “All”.

      6.    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 report on. To report on all Lawyers, leave the default setting to “All”. A separate report will print for each lawyer.  Default selection is “All”.

      7.    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".

      8.    Major Client - To report for a specific major client, click on “Select.” To report on all Major Clients, leave the default setting to “All". 

      9.    Options - Select “Alpha” to sort by client name or select “Numeric” to sort by client number. Default selection is “Alpha”.

      • Tick Group inactive lawyer / timekeepers or suppress zero balance if applicable

      Note: 

      Default selection has Suppress zero balances ticked.

      10.   Output method - Select “View” to display the report on the screen, “Export to CSV” to export the report or “Print” to print the report.

      Note: 

      • The report can be exported to Excel or PDF from the “View” screen.

      Client Listing Sample Report

       

       

      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.