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 Client Ranking will show you ranking of clients by total fees worked, billed, and cash receipts.
- Select Reports from the top menu.
- Check Top Client (By Total Billed Fees) box if you want to view the top clients ordered by the amount of fees billed.
- Check Top Client (By Cash Receipt) box if you want to view the top clients ordered by the amount of cash receipts .
- Check Top Client (By Worked Fees) box if you want to view the top clients ordered by the amount of worked fees.
- Check Include Inactive box if you wish to include inactive clients.
- Specify Date Range for the data you wish to pull for this report.
- Specify Report Output Format from a variety of file format options.
- Click on Generate Report.
- 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.
- 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.