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Time Reports
Time Transactions Report
The Time transactions report allows you to view time transactions for one or more persons.
Fields shown on the Report are:
Record Number of the Transaction
Person Code
Client/Matter/Sub Matter codes
Service Code
Time duration of transaction
Chg ( Y or N )
Status of Transaction (posted, billed, un-billed)
Amount Charged for Transaction
Total Time (in Units)
There are three different report indexes by which to search for the information. Matter/Atty Rank/Atty/Date, Matter Date and Date.
You may constrain information by Person code, Client/Matter code, Service Code, Date Range or Time Transaction type. Examples of Time transaction types are Selected, Deferred, Posted, Billed or All. Only the records which meet the constraint criteria will be displayed in the report.
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Wide Form Time Transactions Report
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The Wide Form Time Transaction report allows you to view the same information as the Time Transaction Report in the landscape page layout format.
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Quick Time Report
The Quick Time report allows you to view Time Transactions limited strictly to one Client andClient Matter. It will display a list of all transactions having taken place for this Client and Matter.
Fields displayed in the Report:
Record number of the transaction
Client/Matter/Sub Matter Code
Date of the Transaction
Duration of Transaction
Status of Transaction ( Billed, Un billed, Posted)
Selected (Y or N)
Amount Charged
Total of all Time transactions listed ( in Units)
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Time History Report
The Time History Report will allow you to view Time Transactions for any Matter or Person.
You may limit the amount of information you retrieve by constraining by Person, Date and Client Matter Range. The resulting records will display time transactions split by Client Matter.
Fields in the Report:
Date of transaction
Person code
Duration of Transaction
Description of Transaction
Total Time ( in Units)
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