Time Recorder Listing Report

The Time Recorder Listing 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 Recorder Listing Report is generated based on a user specified Timekeeper and a user specified range of dates. The report can be produced in three different formats: it may include all Transactions, Billable Transactions only, or Non-Billable Transactions only.

For the specified Timekeeper and range of dates, the report displays Time Entry Transactions. The report information is divided into Posted and Non-Posted Transactions and is grouped by Transaction Date. Details for each transaction include the following: Transaction Date, Client Number and Name, Matter Number and Name, Month and Year Posted, Verb Code and Description, Timekeeper Number, Billable Status, Hours, and Fees. For Non-Posted Transactions, the Non-Posted Message (i.e. reason why the transaction has not been posted) is also displayed.

For each Transaction Date, totals for Hours and Fees are displayed (i.e. the sum of the Hours and Fees from all Time Entry Transactions posted on that day). Grand totals are presented for Posted Transactions and Non-Posted Transactions.

User Parameters

Start Timekeeper, End Timekeeper
From the lists provided, the user must select the range of Timekeepers for whom the report will be generated. 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.

Date X to X
The user must manually enter the range of dates for which the report will be generated. These fields default to the current system date. The date entered in the first field (i.e. start date) must be earlier than the date entered in the second field (i.e. end date).

Report By
The report can be generated in three different formats: it may include all Transactions (i.e. both Billable and Non-Billable), Billable Transactions only, or Non-Billable Transactions only. The user must either select an option from the list or manually enter the desired option. This field defaults to the All Transactions option.