Work in Progress (WIP) Summary Report

The Work in Progress (WIP) Summary Report provides a detailed WIP breakdown by timekeeper, matter, or client.

To access this report, go to Reports > Billing > WIP Summary

Report Filters

Timekeeper: Choose all timekeepers or a specific timekeeper.
Matter Owner: Choose all matter owners or a specific matter owner.
Area of Law: If needed, you can filter by Area of Law. Area of Law is assigned in the Add/Edit Matter screen.
As of: This will default to today’s date, but can be changed.
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.

Summary By (How would you like to sort this report): Choose Timekeeper, Matter, Client, Matter Owner, or Area of Law

Include either Only Billable Items, Non Billable/No Charge, or All items

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

UpdatedMay 3, 2024