Associate Docketed Time Analysis Report

The Associate Docketed Time Analysis Report screen in divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description

The Associate Docketed Time Analysis Report is generated based on a user selected Accounting Month and Year, and a user selected range of Timekeepers. This report has two sort order options; by Responsible Timekeeper, or by Department. Only those Time Entries posted to the selected Accounting Month and Year will be included in the report.

For each Timekeeper or Department (i.e. Depending on the selected sort order option), the report details include general Client and Matter information, whether or not each Client/Matter is billable, all Time Entries for the selected Timekeepers for each Client/Matter, and the corresponding Fees for each Time Entry.

Totals are given for each section of the report (i.e.Timekeeper or Department), and for each Timekeeper. However, a report total is not displayed.

Clients and Matters carrying a zero balance will not be included in this report. The Associate Docketed Time Analysis Report is not a balancing report.

User Parameters

Report By
From the list provided, the user must select the format by which the report will be produced. Valid options are Responsible Timekeeper and Department. The user also has the option to manually enter the desired Report By option. This field defaults to the Responsible Timekeeper option.

Accounting Month, Accounting Year
The user must specify the Accounting Month and Year for which the report will be generated. The Accounting Month can either be selected from the list provided or manually entered; the Accounting Year must be manually entered. These fields default to the current Accounting Month and Year.

Start Timekeeper, End Timekeeper
From the lists provided, the user must select the Start and End Timekeepers to define the range of Timekeepers included in the report. The user also has the option to manually enter the unique identifiers of the Timekeepers. These fields default to the first and last Timekeepers in the list.

Timekeeper Position
From the list provided, the user must select the position of the Timekeepers to be included in the report (i.e. only those Timekeepers within the selected range that hold this position within the firm will be included in the report). Valid options are Associate, Counsel, Junior Associate, Partner, and Senior Partner. This field defaults to the Associate option.

Create Excel Output
To send the report contents to an Excel spreadsheet file, the user must select the "Y" (i.e. Yes) option form the drop down list provided. This field defaults to the "N" (i.e. No) option. Keep in mind that this report can be generated in the manner selected in the System Parameters section AND generated to an Excel file at the same time; there is no need to run the report twice if the user wishes to have Excel output as well as output in another format.

Excel Destination
If the user has selected to send the report contents to an Excel spreadsheet file, they must then specify the exact path and name for that file (i.e. c:\My Documents\Docketed Time Analysis.xls).