Timekeeper’s Time Report
The Timekeeper’s Time Report provides you with comprehensive data about each billable personnel’s activities.
Important: This report’s billed amount cannot be compared to the total billed by the timekeeper in the Billing by Timekeeper report for the same time period because this report does not include write-offs to invoices on which the timekeeper’s timecards appear.
To access the report, go to Reports > Billing > Timekeepers Time Report
Report Filters
- Timekeeper: Choose all timekeepers or a specific timekeeper.
- Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year.
- Show: Choose to view the summary or details.
- Formats: Choose between Standard or Advanced. Choosing Advanced here will include totals per category, per timekeeper, as opposed to Standard, which will show a summary of hours and amounts.
- Client: Choose all clients or a specific one. You can choose to view active clients only. To include inactive clients, uncheck the box.
- Client-Matter: Choose all client-matters or a specific one. You can choose to view active matters only. To include inactive matters, uncheck the box.
Exclusions
- Checkboxes to exclude billed items and/or non-billable items.
Report Print Options
- Check the box to apply page breaks between items.
- Check box to include task codes (Details report only). This will show task codes assigned to time entries. Those with matters enabled for UTBMS and/or eBilling will show the task and activity codes.
View/Download
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Sample Report
Summary
Details
