WIP Balancing Detail by Responsible Timekeeper

The WIP Balancing Detail by Responsible Timekeeper 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 WIP Balancing Detail by Responsible Timekeeper Report is generated according to a user specified Office, range of Departments and Timekeepers, and a specific Accounting Month and Year. The report displays WIP information for all Matters associated with each Responsible Timekeeper. The report information is organized per Timekeeper, and within each Timekeeper section, the following information is displayed: Client Number and Name, Matter Number and Name, and the total Unbilled Disbursements, Unbilled Fees, and Unbilled Hours for each Client/Matter. Total Unbilled Disbursements, Unbilled Fees, and Unbilled Hours are also displayed per Timekeeper (i.e. per Timekeeper section) and for all Timekeepers in the report (i.e. report total).

The report output can be generated into an Excel spreadsheet file, or in the same manner as most other reports (i.e. format selected in the System Parameters section). When generating an Excel file, the user must specify the full path and file name (i.e. c:\My Documents\WIP Balancing Detail by Rsp Tmkp.xls). 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 in addition to output in another format.

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. To include all Offices in the report, the user must select the "Select All" option. This field defaults to the Select All option.

Department X to X
From the lists provided, the user must select the range of Departments to be included in the report. The names of all Departments associated with your Firm will be displayed in the list. The user also has the option to manually enter the unique identifiers of the Departments. To include all Departments in the report, the user must select the "Select All" option in both fields. These fields default to the Select All option.

Timekeeper X to X
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. These fields default to the first and last Timekeepers in the list.

Accounting Month, Accounting Year
The user must manually enter the Accounting Month and Year for which the report will be generated. All WIP information up to and including the specified date will be included in the report. These fields default to the current Accounting Period.

Include Closed Matters
To include in the report information about Matters that have been closed, the user must select the "Y" (i.e. Yes) option from the list provided; to not include information about Matters that have been closed, the user must select the "N" (i.e. No) option from the list provided. This field defaults to the "N" 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\WIP Balancing Detail by Rsp Tmkp.xls).