The “Client Summary” report provides a list of open clients/matters and the balances of both their unbilled, billed and non-billable time. The report can be produced with different filters and the option to view as either an alphabetic or numeric list. The report can also be produced in three different report formats, “Summary,” “Summary and Detail” and “Summary by Client”.
To print report:
- Click on “Reports”
- Select the “Client Summary report
- 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”/ “Working Lawyer”. 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 to on. To include on all Lawyers, leave the default setting to “All”. A separate report will print for each lawyer.
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”.
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- Tick Group inactive lawyer / timekeepers or Suppress zero balance if applicable. Default selection has Suppress zero balances ticked.
10 . Report Format - Select “Summary”, “Summary and Detail”, Summary by Client. To view non-billable time, select the box.
11. Output method - Select “View” to display the report on the screen, “Export to CSV” to export the report or “Print” to print the report.
Client Summary Sample Report
Client Summary Detailed Sample Report
Summary by Client with Matters 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.