Advanced Internal Time Report

Overview

For Legal Pro and Enterprise plan users, the Internal Time Report shows internal, non-client time entries, such as breaks, sick time, vacation, or internal meetings, grouped and totaled by user. Use this report to see how much time your team is spending on internal activities rather than billable client work.

Accessing the Internal Time Report

1. Go to the Reports tab.
2. Select the Advanced tab.
3. Scroll or search for "Internal Time Report." If searched, look for the result with the Advanced badge next to it.
4. Click Open.

Using Filters

The Internal Time Report opens with these filters:

• Date: choose a preset range (e.g. Today, This Month, This Year) or a Custom Range. Defaults to This Month.
• Users
• Activity Type

If your firm is on the Enterprise plan, any custom fields you've configured are also available here as additional filters. Custom field availability is contextual to the report; only fields for the record types actually included in this report will appear. For example, invoice custom fields won't show up as filters on a report that doesn't include invoice data.

Once you land on a combination you'll use again, click Save Filters to to mark it as a favorite, making it accessible from the Favorites report category.

Running the Report

Set your filters and click Run Report. The grid below updates with internal time entries matching your filters. If it comes back empty, check your date range first, that's the most common reason a report shows nothing.

Understanding the Report Grid

Each row represents a single internal time entry. The below are the key columns.

• Date
• Activity Type
• Description
• Time

Customizing the Report Grid

• Columns: click Columns to show or hide any of the fields above, plus Start Time and End Time beyond the defaults listed here.
  • Enterprise plan firms will also see the same custom fields available here as additional columns, following the same contextual rule as the filters above.
• Reordering and resizing: drag column headers to rearrange them, or drag column borders to resize.
• Sorting: click a column header to sort by that field; click it again to reverse the order.
• Group By: the report is grouped by User by default. You can uncheck it, or group by Activity Type instead.
• Page size: the items-per-page menu at the bottom controls how many rows show at once (100 by default, up to 1000), with page controls next to it for the rest.

Exporting the Report

Click Export and choose Export to Excel to download the current view.

Tips & Common Use Cases

• Run this report monthly to see how much time is going to non-billable internal activities like sick time or vacation.
• Group by Activity Type instead of User to see firm-wide totals for each kind of internal time.
• Compare against the Summary Report to understand the ratio of internal to billable time for your team.

Related Articles

• Advanced Reporting (overview)