![]() The Project Summary Report will show both private and public descriptions.Ĭan the Late Fee report show late fees from past months? Is there a report that shows both the Private and Public Time Entry Fields? This will pull a list of the projects that Bill at Closing. Run the Project Details report with the filter for "Bill Frequency" set to Bill at Closing. How do I report on projects that are "Bill at Closing"? We don't currently have an origination report, but our Collections report can be filtered by Account Manager. The Account Activity Report works great for this! Select your date range and uncheck all filters except Show Adjustments. ![]() ![]() The Invoice Status report will let you filter for Unpaid or Unpaid/Partial. Is there a report that shows unpaid invoices? Is there a collections report that sorts by project?Īt this time, it will only group by Client, Account Manager, User, or Project Type. You'll need to run two separate reports, the WIP Summary Report and the A/R Aging report (select an Account Manager to see the A/R for just that Account Manager). Is there a report that shows both WIP and A/R aging per attorney? Run both the Account Activity and Trust Reports. How do I get a Client Summary of activity including Trust? Run the Trust Report with the Date Start and Date End showing the current date. How do I get an idea of current trust balances as of today? Once selected that icon will turn grey and the report will show up on the 'Bookmarked' subtab.įor a variety of Knowledge Base articles on Reports click here. You can Bookmark the reports you use most often by clicking the star icon next to that report's blue 'Generate' button. When it’s grey then any disabled information will not be included, when it’s blue then that information will be included. You can include Users, Clients, and Projects that are currently disabled in the report by click on the clock icon. Search for Disabled Users, Clients, and Projects Many of our reports total each client or project individually, as well as display a Grand Total section on the bottom right of the report. Once you've run the report, it can be printed or downloaded (as a PDF or Excel file) using the icons in the upper right corner of the report. This will allow you to make the selections you prefer and save that report as a 'Favorite' which will show up in your ' Favorites' sub-tab.ĭownload, Export, or Print Your Report Results If you're setting up special filters for a report that you want to use every time, click the blue 'Save Filters' button so keep your selection for next time. Clicking this link will provide even more options for the report, and show default settings. Several reports will have a blue 'Show Advanced Filters' link toward the bottom of the report filters box. Use Advanced Filters to Narrow Down Results If you're wanting to see your entire history on that report, put in a Start date before your account was created, for instance, change the year to '2000'. Be sure to select the desired date range, if you just click run the date range defaults to the first of the month as the Start and the current date as the End. Some reports have 'Date Start' and 'Date End' fields at the top of the report filters box. If you're only able to access your information, have the system administrator on your account update your User Permissions. User Permissions may impact reporting results.
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