Report – Time Entry Summary

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights into your business with 31 different reports for law firms and other businesses covering billable hours, accounts receivable, expenses, performance, and more. Our insightful reports can be viewed and shared in 10 formats, including PDF, Excel, Word, and more. A report on Time Entry Summary will show you weekly and monthly totals of time entries grouped by a combination of clients, matters, and staff.

 

  • Select Reports from the top menu.

 

  • Select Time Entry Summary under the Time and Expense section.

 

  • Select the Include Inactive checkbox if you want to be able to select an inactive Staff Member for this report.

 

  • Click on Staff Member field to pull up a list of your Staff Members to choose from, or select ‘All’.

 

  • Select a Staff Member Group if you have these setup and want this information to be shown in this report.

 

  • Select the Include Inactive checkbox if you want to be able to select an inactive Clients for this report.

 

  • Either select ‘All’ Clients, or select specific Clients from the list provided. You can choose as many as you need.

 

  • If you have Categories setup under Clients>Settings>Categories, you may choose to have this information included in the report. Select a category from the drop down list.

 

  • Select the Include Inactive checkbox if you want to be able to select an inactive Responsible Staff Member for this report.

 

  • You can select a Responsible Staff Member from the list provided.

 

  • You can group report details in various formats. Choose the most appropriate format from the list provided.

 

  • You can specify how to Summarize the report details, either by Time or Amount.

 

  • You can specify the Billable Type of the Time Entry Summaries you want to run a report for from the drop down list.

 

  • You can specify whether you wish to view the Original Values or Current Values of the Time Entry Summaries you want to run a report for.

 

  • Select Exclude Non-Billable Matters checkbox if you wish to save space on your report by removing that information.

 

  • Select how you would like to format the report by, either by the Month or by the Week in Detail.

 

  • You can specify the Date Range of the Time Entry Summaries to be included in the report.

 

  • You can specify the Report Output Format of the report.

 

  • Click Generate Report for the report to be downloaded in your chosen format.

 

  • A window will pop up showing you a pending status under the ‘Ready?‘ column – meaning that the report is being processed. The report will automatically download if you remain on this screen.

  • If you choose to exit the report processing screen and navigate to other areas of TimeSolv while the report continues to process in the background, you will note a green Downloads link appears when the report has been successfully processed and is ready to be downloaded.

Note: if a report does not finish processing within 30 minutes (or due to some issue in the report server), a ‘Delete‘ link will become available for the user to get rid of the entry.

 

  • When you click on the green Download link, you will be able to rename, download, or ‘clear all’ listed reports.

Please note, if there is an error with the report, such as ‘no data found’, you will see the error description in place of the download button.

 

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