Docketed Time Analysis Report

The Docketed Time Analysis 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 Docketed Time Analysis Report can be generated in two different formats; by Trust Bank or by Office and Department. When generated by Trust Bank, report content is sorted by Bank Number first, and then by Client and Matter Number. When generated by Office and Department, report content is sorted by Office Number first, and then by Departments within each Office. Information is then further sorted by Bank Number, Client Number, and Matter Number.

The report displays all Trust transactions for each Client/Matter. Report details include the following: Bank Number and Name, Client Number and Name, Matter Number and Name, Journal Type, Transaction Description, Trust Type (i.e. Retainer/Allocated), Receipt Amount, and Withdrawal Amount. Opening And Closing Balances are displayed for each Client/Matter, and Totals are presented per Bank and for the entire report.

User Parameters

Report By
From the list provided, the user must select the format for the current report. Valid options are by Responsible Timekeeper and by Department. The user also has the option to manually enter their Report By choice. This field defaults to the Responsible Timekeeper option.

Accounting Month
From the list provided, the user must select the Accounting Month for which the report will be produced. The user also has the option to manually enter the Accounting Month. This field defaults to the current Accounting Month.

Accounting Year
The user must manually enter the Accounting Year for which the report will be produced. This field defaults to the current Accounting Year.

Start Timekeeper, End Timekeeper
From the lists provided, the user must select the range of Timekeepers that are to be 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 for whom the report will be produced (i.e. only Timekeepers who hold this position will be included in the report). Valid options include 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).