Posted Time Status Report

The Posted Time Status 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 Posted Time Status Report is generated based on a user specified range of Timekeepers, Clients, Matters, and Dates. Report information is sorted first by Timekeeper, and then by Matter.

For all Posted Time Entries within the specified ranges, the following information is displayed: Timekeeper Number and Name, Matter Number and Name, Time Entry Description, Transaction Date, Hours, Fees, and the Status of the Time Entry (i.e. Billed, Unbilled, Transferred, or Deleted). Totals are displayed as follows: Billable Time Totals for each Matter (i.e. hours and fees); Matter Totals (i.e. both Billable and Non-Billable hours and fees for each Matter); and Timekeeper Totals (i.e. total hours and fees for all Matters for that Timekeeper). Report information is grouped by Timekeeper.

User Parameters

Timekeeper X to X
From the lists provided the user must define the range of Timekeepers 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 lists.

Client X to X
From the lists provided the user must define the range of Clients to be included in the report. The user also has the option to manually enter the unique identifiers of the Clients. These fields default to the first and last Clients in the lists.

Matter X to X
From the lists provided the user must define the range of Matters to be included in the report. The user also has the option to manually enter the unique identifiers of the Matters. These fields default to the first and last Matters in the lists.

Transaction Date X to X
The user must manually enter the range of dates. Only Posted Time Entries dated between this range will be included in the report. These fields default to the current system date.