WIP Balancing Summary by Responsible Timekeeper Report

The WIP Balancing Summary 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 Summary by Responsible Timekeeper Report is generated according to a user specified Office, range of Departments, range of Timekeepers, and Accounting Month and Year. The report displays basic WIP information for all Responsible Timekeepers. For each Timekeeper, the following information is displayed: Timekeeper Number and Name, Total Unbilled Disbursements, Total Unbilled Fees, and Total Unbilled Hours. A report total (i.e. total unbilled for all Timekeepers) is also displayed.

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 Summary 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 user also has the option to manually enter the unique identifier of the Office. This field defaults to the Select All option (i.e. by default, all Offices will be included in the report).

Department X to X
From the lists provided, the user must select the range of Departments for which the report will be produced. The user also has the option to manually enter the unique identifiers of the Departments. These fields both default to the Select All option (i.e. by default, all Departments within the selected Office(s) will be included in the report).

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 of the Timekeepers. These fields both default to the first and last possible Timekeepers (i.e. by default, all Timekeepers will be included in the report).

Accounting Month, Accounting Year
The user must either manually enter or select from the list provided the Accounting Month, and manually enter the Accounting 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 are closed, the user must select "Y" (Yes) from the list provided; to not include in the report information about Matters that are closed, the user must select "N" (No) 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 Summary by Rsp Tmkp.xls).