Objectives

• Judgment Value vs. Matter Value per Client Report

• Work in progress
• Time Entries per Month
• Profitability Assessment
• Invoiced Time Entries

Steps

In order to generate the matter-related reports, you must first access the Billing Report page by clicking Billing→ Reports from the main menu:

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Within the Reports page, choose the report needed under the Matters section:

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The work in progress means all the uninvoiced not invoiced activities such as time entries, expenses, or billable items for which no invoice has been issued or invoiced on a draft invoice.

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You can filter by Date, Client Name, Matter, Practice Area, Status, Assignee, and much more. And you can choose the type of activities you want to show in this report such as Time Entries, Expenses, Billable Items, or all of them.

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This report shows Time Logs per month for all users or for each user alone including the total invoiced and collected with or without tax.

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Profitability Assessment:

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Invoiced Time Entries:

Displays the time entries that have been invoiced, along with the invoices and their respective details.

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