Deletion Report

The Deletion Report screen is 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 Deletion Report is generated based on a user specified range of Accounting Periods or Calendar Months, and details all Hour and Fee deletion for each Office, Department, and Timekeeper. Report details include the following for each record: Client Number and Name, Matter Number and Name, Responsible Timekeeper, Original Transaction Date, Status, Hours Deleted, and Fees Deleted.

User Parameters

Office
From the list provided, the user must select the Office for which the report will be produced. The names of all Offices associated with your Firm will be displayed in the list. The user also has the option to manually enter the unique identifier of the Office. This field defaults to the Select All option (i.e. by default, all Offices will be included in the report).

Department X to X
From the lists provided, the user must select the range of the Departments for which the report will be produced. The names of all Departments associated with your Firm will be displayed in the lists. The user also has the option to manually enter the unique identifiers of the Departments. These fields default to the Select All options (i.e. by default, all Departments will be included in the report).

Timekeeper X to X
From the lists provided, the user must select the range of the Timekeepers for whom the report will be produced. The names of all Timekeepers associated with your Firm will be displayed in the lists. The user also has the option to manually enter the unique identifiers of the Timekeepers. These fields default to the first and last possible Timekeepers in the lists (i.e. by default, all Timekeepers will be included in the report).

Report By
From the list provided, the user must select the type of report they wish to produce. Valid options include Time Deletions and Disbursement Deletions. This field defaults to the Time Deletions option.

Run By
From the list provided, the user must select the way in which the report information will be displayed. Valid options include by Accounting Month and by Calendar Date. This field defaults to the Accounting Month option. If the user selects the Accounting Month option, they must then continue to the Month Option section of the screen; if the user selects the Calendar Date option, they must then continue to the Date Option section of the screen.

Month Option
If the user has selected to generate the report based on a range of Accounting Months, they must manually enter the range of Accounting Months (i.e. Accounting Month X to X) and Accounting Years (i.e. Accounting Year X to X).

Date Option
If the user has selected to generate the report based on a range of Calendar Dates, they must manually enter the range of Dates (i.e. Date X to X).