Summary Report - The Power of Four Reports in One!

Now Released! 

Introducing our new Comprehensive Summary Report - combining the functionality of four separate reports into one streamlined powerhouse! Now, the Matter Summary, Client Summary, User Summary, and Summary reports have been seamlessly integrated to offer you unparalleled insights in a single interface.  

If you've previously favorited or bookmarked any of the original Summary Reports, please note that you'll need to resave them to reflect the changes.

Bookmarking enables you to save frequently accessed reports to your dashboard for quick access. Simply click the star icon next to a report to add it to your Bookmarked tab.

Favoriting Reports allows you to create personalized reports tailored to your specific needs effortlessly. While in a report, click the Save Filters button to give your report a name and description. Once saved, your report will appear in your Favorite Reports dashboard, ready to be accessed with your preset filters whenever you need it.

When generating a User Summary Report, simply choose the Summary Report option and then select "Group By" User. Follow the identical process for project (case/matter) or client summary reports.

All Groupings will now offer the following:

• Summary Only
• Total Billed and Total Unbilled
• Include Expenses
• Show Matter ID Column
• Include Internal Time
• Client Type
• Matter Type
• Activity Type
• Expense Type
• Billable
• Billing Status
• Show Private Description
• Show Public Description
• Show Activity Column
• Show Non-Billable Time Column
• Show Entry Times
• Display Names, Last, First
• Simplified Hours View