Advanced Unbilled Summary Report

Overview

For Legal Pro and Enterprise plan users, the Unbilled Summary report shows every unbilled time entry and expense across your firm, helping you see exactly what's ready to invoice for a client, matter, or user.

Accessing the Unbilled Summary Report

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

Using Filters

The Unbilled 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
• Time / Expense: show All entries, or narrow the report to just Time or just Expense entries.

Click Filters to add more: Client Type, Matter Type, Matter Status, Activity Type, Expense Type, Billable, and Currency Code.

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 unbilled 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 unbilled time or expense entry. The default columns are:

• Date
• User
• Client / Client ID
• Matter / Matter ID
• Private Description
• Rate
• Labor Time / Billable Time
• 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, 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.

Grouping Example

Grouping by Client rolls every entry under its client, with a subtotal of hours and billable amount for each:

Exporting the Report

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

Tips & Common Use Cases

• Use the Time / Expense filter to isolate unbilled expenses before reimbursing costs, or unbilled time before a billing run.
• Group by Client or Matter to see exactly what's ready to go out on the next invoice.
• Use the Billable filter to exclude non-billable time from the unbilled total.
• Compare against the WIP Summary report when you only need work that's still in progress rather than everything unbilled.

Related Articles

• Advanced Reporting (overview)