The Matter Billing Report shows billed and unbilled time data for matters.
To Access Report:
Go to Reports > Billing > Pre-Bill(Matter Billing Report)
Matter Owner: Choose all matter owners or a specific matter owner
Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year
Client-Matter: Check the box to choose all client-matters. To choose a specific matter, uncheck box and type in the client matter name. You can choose to view active matters only by checking the box. To choose inactive matters, uncheck the box.
Show: Choose to view summary or details
Exclusions: You can exclude billed items or unbilled items
Report Print Options: Check box to apply page break between items and/or exclude billed items
To preview the report, click view.
When ready, click download.