Task Summary
Generates the sum of Time in hours, Amount, and the Average Rate.
To access the Task Summary Report, from the main menu, select Reports>Standard Reports>Time and Expense>Task Summary. The toggle button should be turned on in the last column; otherwise, the link will open the standard report.
To generate the report, select the appropriate parameters:
– Timekeeper: From the pop-up dialog, select the ‘All’ option or choose from the list of available Timekeepers. Enabling the “Include Inactive” checkbox includes inactive Timekeepers. To learn about Timekeeper Permissions, click here.
– Client-Matter: Select the ‘All’ option or choose from the list of available Client-Matters. Enabling the “Include Inactive” checkbox includes inactive Clients and Matters. To learn more, click here on Timekeeper Matters.
– Professional Group: To pull reporting data classified into various Timekeeper groups, select the Timekeeper Group. The Group field is only displayed if at least one Group has been created.
– Professional Sub-Group: If Sub-Groups have been set up to classify the Timekeeper Groups further, these Sub-Groups will be listed here for selection. The Sub-Group field is only displayed if at least one Sub-Group has been created.
– Category: This is the ‘Matter Category’ associated with the Timekeepers. To pull data based on categories, select a category or multiple categories or select the ‘All’ option. The report displays the data by Client or by Matter, depending on the Client/Matter selection.
– Group By: The data can be grouped on the basis of the following groupings:
– Client & Matter
– Client & Matter & Timekeeper
– Timekeeper
– Professional Group & Timekeeper
– Professional Sub-group & Timekeeper
– Task Code: Clicking on the ‘Task Code’ field opens a dialog box where users can generate the Report against ‘All’ Task Codes or make a selection from the list.
– View: When editing Time Entries on the Draft Invoices, there is a checkbox to ‘Update original Time Entry as well.’ If this checkbox is left unchecked, selecting ‘Original Values’ from the ‘View’ dropdown will bring up the original hours on the report even if the hours in the Time Entry have been edited.
Selecting ‘Current Values’ from the ‘View’ dropdown will bring up the edited (current) hours on the Time Entry.
On the ‘Edit Time Entry’ dialog, if the ‘Update original Time Entry as well’ checkbox is checked, the original time is overridden with the new time. In this case, the ‘View’ will bring up the edited value on the report in both the ‘Original Values’ /’Current Values’ selections.
– Date Range: Allows the user to view the Report based on the selected data range.
– From Date/ To Date: Using the Calendar, select ‘From’ and ‘To’ to include the date range for the Report.
The template within the Calendar allows users to set the desired date as the Default date. For example, for the ‘From’ date, you can set the Report to start from the ‘First day of the 1st quarter of this year.’ With this selection set as default, the Report’s start date will be 01/01/(year) each time the Report is run.
A default ‘To’ date can be set up in a similar way.
Sample Report with default values:
