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Productivity Reports

Practice Area Summary by Person
Practice Area Summary by Firm
Client Activity Rank by Firm
Client Activity Rank by Person
Billed Fees by Attorney
Ledger Totals
Return

Practice Area Summary by Person

The Practice Area Summary by Person report allows you to view the Time Billing transactions for each Person by the Type of Law that they have performed a service for. You may select an ending date for the records you wish to view and what page layout you would like to view or print the information in.

Fields in the Report:
By Practice Area & Unspecified Area
Person Number
Person Name
Person Level
Incurred time this month ( time/month)
Available Y-T-D ( time/month)
Hours Billed (this month/Y-T-D)
Actual Billed (this month/Y-T-D)
Write Ups ( this month/Y-T-D)
Person Subtotals
Totals

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Practice Area Summary by Firm

This report shows the total number of services performed in each Law Type combined from Person records for the entire firm. Like the Practice Area Summary by Person report you are able to select an ending date and a page layout for the form.

Fields in the Report:
By Practice Area & Unspecified Area
Incurred time this month ( time/month)
Available Y-T-D ( time/month)
Hours Billed (this month/Y-T-D)
Actual Billed (this month/Y-T-D)
Write Ups ( this month/Y-T-D)
Totals

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Client Activity Rank by Firm

The Client Activity Rank by Firm report allows you to see how much time the Company as a whole has devoted to individual Clients. You may choose how many Clients you wish to view in the report, the type of billing transactions and the year to date or month to date totals for each Client.

Fields in the report:
Client Name
Hours this month
Hours Year to Date
Percent of hours
Totals

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Client Activity Rank by Person

The Client Activity Rank by Person report shows you a list of all hours billed for each Person per Client Matter. You may choose how many records you would like listed per Person, the type of billing transaction ( payment, billed or un-billed) and the year to date or month to date totals.

Fields in the report:
Person Name
Client Name
Hours this month
Hours Year to Date
Percent of hours
Subtotals
Totals

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Billed Fees by Attorney

The Billed Fees by Attorney report allows you to view the amount of hours billed per Attorney for each Client/Matter/Sub Matter issue for the previous year. This is a quicker way of retrieving this information as opposed to using the Client Rank by Person report.

Fields in the Report:
Client/Matter code
Attorney code
Month
Hours (per atty/month)
Dollars (per atty/month)
Totals

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Ledger Totals

The Ledger Totals report shows you a Total of all Ledger categories at the End of the Month indicated in the month field. The Ledger Totals are reflected for one Client and Client Matter at a time. Among the totals shown are Services Charged, Service Adjustments, Costs Advanced, Costs Adjustments, Service Charges to date, Cost Advanced to date, Service Payments, Service Balance, Costs Payments, Cost Balance, Services Payments to Date, Cost paid to date. This report is only for viewing and cannot be printed out.

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