Time Entry Report

The Time Entry 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 Time Entry Report displays time entry details for a user specified range of Timekeepers and range of dates. All time entries docketed between the range of dates for the selected Timekeepers will be included in the report information. The report can be produced in four different formats: sorted by Transaction Date, sorted by Client Number and then Matter Number, sorted by Matter Number, or sorted by Date of Entry.

For each time entry, report details include the following: Transaction Date, Client Number, Matter Number, Posted Status, Billable Status, Accounting Month and Year, Hours Entered, Fees Entered, Rate, and Time Entry Description. Totals are presented for Billable Hours and Fees, and Non-Billable Hours and Fees. Report totals are presented for Hours and Fees.

User Parameters

Start Timekeeper, End Timekeeper
From the lists provided, the user must select the range of Timekeepers for whom the report will be produced. The user also has the option to manually enter the unique identifiers for the Timekeepers. Only Time entries for these Timekeepers will be included in the report information. These fields default to the first and last possible Timekeepers in the list.

Date X to X
The user must manually enter the range of Dates for the report. Only those Time Entries dated between the range of Dates and for the specified Timekeeper will be included in the report information. These fields default to the current system date.

Sort By
From the list provided, the user must select the format for the report (i.e. the way in which the report information will be organized). Valid options include the following: sort by Transaction Date; by Client Number and then by Matter Number; by Matter Number; or by the order of entry into the system. The user also has the option to manually enter their Sort By selection. This field defaults to the Transaction Date option.

Report Option
From the list provided, the user must select the type of Time Entries to be included in the report. Valid options are Billable and Non-Billable Time Entries, Billable Time Entries Only, and No Billable Time Entries only. This field defaults to the Billable and No Billable Time Entries option.