Advanced Summary Report

Advanced Summary Report

Overview

For Legal Pro and Enterprise plan users, the Summary Report gives you a running view of time and expense entries across your firm, with the flexibility to group results by Client, Matter, User, Month, or Activity Type. Use it to check billable hours and amounts for a period, compare workload across clients or matters, or review labor before you invoice.

Accessing the Summary Report

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

Using Filters

The Summary Report opens with these filters:

• Date: choose a preset range (e.g. Today, This Month, This Year) or a Custom Range.
• Client
• Matter
• Users
• Account Manager
• Currency Code: defaults to your firm's primary currency. Change it if you bill across multiple currencies and want to isolate one.

Click Filters to add more: Client Type, Matter Type, Matter Status, Activity Type, Expense Type, Billable, Billing Status, Billed/Unbilled, and Internal Time. 

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 matching time and expense entries. 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 is a single time or expense entry. The default columns are:

• Date
• User
• Client / Client ID
• Matter / Matter ID
• Private Description
• Billing Status
• Rate
• Labor Time / Billable Time
• Unit Price / Quantity
• Cost Price / Sell Price
• Billable Amount / Non-Billable Amount

Customizing the Report Grid

• Columns: click Columns to show or hide any of the fields above, plus other available columns 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: click Group By and choose one or more fields: Month, User, Activity Type, User Status, Client, Client ID, Matter, Matter ID, and more. Each grouping level adds a subtotal row, and Collapse folds every group down to just its subtotal.
• 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

• Group by Client or Matter before a billing cycle to see exactly how much unbilled time has accumulated for each.
• Group by User to compare workload or billable hours across the firm.
• Use the Billable filter to pull a list of internal (non-billable) time separately from client work.
• Group by Month when you need a trend view across a longer date range instead of a single period.

Related Articles

• Advanced Reporting (overview)