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Time Records - Grouped by Client / Case

Sean Salt
  • Updated

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Contents of Report
Report Filters
Notes

 

This report shows you a list of all registered or invoiced Time Records grouped by Client and then their Cases. The time records will be listed from oldest to newest under each case that they were registered in.

When this report is generated, it will look as below.

1.pngTo expand the image, right-click on the image and click on Open image in new tab.

 

Contents of Report 

This report will show the following information. 

  1. Client
      • Each Client will be displayed per line, with the following information.
          • Client Number
          • Client Name
          • Client Manager(s)
  2. Case
      • Each Case will be displayed per line, with the following information.
          • Case Number
          • Case Name
          • Case Manager(s)
  3. Time Records
      • Each time record will be displayed per line, with the following information. 
          • Date (Datum)
              • Date of which the time record was registered.
          • User (Medarbetare)
              • User initials are shown here, which is set in the Control Panel. 
          • Description (Beskrivning)
              • This is the text description written by the fee earner for the specific time record.  
          • Dur. (h) (Tid (h))
              • The duration of the registered time record, specified in hourly units. i.e. 1,5 is 1 hour and 30 minutes.
          • Amount (Belopp)
              • The time record amount is based on the fee earner's hourly fee or if it's a fixed fee specified on the time record.
              • The amount is shown based on its current state, for example; 
                • When in 'registered'-state, it will show the RegAmount that the time record was worth when registered. 
                • When in 'approved'-state, it will show the amount that the time record was worth when approved, not including any adjustment being done during the billing process. 
                • When in 'billed'-state, it will show the amount that the time record was worth when billed, including any adjustments (if any). 
          • Type (Typ)
              • Type is the Activity Type used when the time record was registered.
          • Invoice (Faktura)
              • This will display the invoice number the time record is invoiced on. 
          • Status
              • This will show the status of the expense; Registered, Approved, Declined, Billed, or Deleted.
  4. Total Case Summation
  5. Total Client Summation
  6. Total of all Time Records

 

Report Filters 

This report has a set of standard filters that can be used to further refine the report depending on your criteria. Report filters use the 'and' function, meaning the data that is generated in the report comes back as all true for every selected filter. If the report is empty, try reducing the number of filters selected. 

Following filters are available for this specific report.

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Period Type (Created or Invoiced)
Period Type is the “date” you wish to select based on whether you want to generate assets on when they were either registered (Performed) or billed (Invoiced).

  • Performed Date (Utfört datum)
    Selecting this will display assets of when they were registered/performed in the selected period.
  • Invoiced Date (Fakturerat datum)
    Selecting this will display assets of when they were billed/invoiced in the selected period.

 

Period Created (Period Skapad)

By default, it will be pre-selected for the ‘Last 30 days’.

Period Created, will generate assets that have been created or invoiced (depending on the Period Type you have selected) within the selected period. 

 

Billing Unit (Resultatenhet)

Billing Unit filter allows you to select a specific billing unit to generate assets for. Being able to select another billing unit will require you to have the 'Access to all Billing Units'-right set in the Control Panel. 

If you do not have the right, this will show the billing unit you belong to. The report will then generate assets that belong to your billing unit. 

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If you have the right, you can select (if any) other billings units if you wish. Selecting a billing unit will generate assets that belong to that billing unit. 

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Clients (Klienter)

Client filter allows you to select one or more clients to generate assets/data from the drop-down menu. You can search for the client name or number in the field.

The report will generate assets/data based on the client(s) selected. If nothing is selected, then all clients will be included in the report.

 

Client Managers (Klientansvariga)

Client Managers filter allows you to select a User (lawyer) from the drop-down menu or write in the text box for the specific client manager you wish to select. If nothing is selected, then all client managers will be included.

The report will generate assets/data based on the client manager(s) selected. If nothing is selected, then all client managers will be included in the report.

 

Cases (Ärenden)

Cases filter allows you to select one or more cases to generate assets/data. You can enter the case name or case number in the field and select the case as it appears in the drop-down menu. You can also enter the client name which will then bring a drop-down selection of all cases related to the client. 

The report will generate assets/data based on the cases selected. If nothing is selected, then all cases will be included in the report.

 

Case Type (Ärendetyper)

Case Type is the same as Practice Area. 

Case Type filter allows you to select one or more case types (practice areas) to generate assets/data for from the drop-down menu, or write in the text box to search for the specific case type (practice area) you wish to select. If nothing is selected, then all case types will be included.

The report will generate assets/data based on the case type(s) (practice areas) selected. If nothing is selected, then all case types (practice areas) will be included in the report.

 

Activity Type (Aktivitetstyp)

Activity Type filter allows you to select one or more activity types from the drop-down menu or write in the text box for the specific activity type you wish to select. If nothing is selected, then all activity types will be included.

The report will generate assets/data based on the activity type(s) selected. If nothing is selected, then all activity types will be included in the report.

 

Time Keeper (Medarbetare)

A time keeper is any User who has reported time. 

Time keeper filter allows you to select one or more time keepers (Users) from the drop-down menu or write in the text box for the time keeper (User) you wish to select. If nothing is selected, then all time keepers (Users) will be included.

The report will generate assets/data based on the time keeper(s) selected. If nothing is selected, then all time keepers will be included in the report.

 

Time Status (Tidspoststatus)

Time Status filter allows you to select certain time record statuses that they are in. There are only five statuses; Registered, Approved, Declined, Billed, or Deleted.

If nothing is selected, then all time statuses except 'Deleted' will be included.

  • Registered (Registrerat)
    Select this to display all time records that are in 'Registered' state. 
  • Approved (Godkänt)
    Select this to display all time records that are in 'Approved' state. 
  • Declined (Nekat)
    Select this to display all time records that are in 'Declined' state.
  • Billed (Fakturerat)
    Select this to display all time records that have been billed (in an invoice that has been Finalized).  
  • Deleted* (Borttaget)
    Select this to display all time records that are in 'Deleted' state. This status has a special handling where it is never included in the report by default; it has to be explicitly selected to be included in the report. 

      • Unbilled (Ofakt)
        Select this to display all the time records in the states before they are billed. This will select the following three time record states. 
          • Registered (Registrerat)
          • Approved (Godkänt)
          • Declined (Nekat)

 

Is Billable (Är faktureringsbar)
Is Billable filter is where you can select whether to display assets that have been billed or not. 

  • Yes (Ja)
    By default, this will be selected. This will show only assets that have been billed (in a Finalized invoice). 
  • No (Nej)
    This will show only assets that have not been billed yet, this includes assets within draft invoices (invoices that have not been Finalized). 

 

Show additional parameters... (Visa fler filter...)

This will expand the Filters tab to display more report filters that you can use. 

For more information on all available report filters, click here. 



Notes:

1. You will only have access to this report if you are a User with 'Reporting'-rights. 

2. The report will not include, by default, the 'Deleted' time status for time records. If you wish to

3. If you selected Period Type as 'Invoiced Date' - the Time Status filter will be ignored as this selection will only generate assets that are in 'Billed'-state. Selecting any other statuses will be ignored.  see data for time records with either of these states or both, they must be explicitly selected in the filter. 

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