Matter365

            Reporting

            To open reporting page, select Reports from left hand side menu.

            Reports page in Matter365

            Accounts receivable report

            This report will show amounts of open invoices for work you delivered to your clients that wasn’t paid for yet.

            Responsible Attorney – You can choose option "All Responsible Attorneys" (all users of Matter365) or any single one of them, for filtering purposes
            Client – you can choose option “All clients” or select a single client from the list
            Age of invoice – All unpaid, Due immediately, Due within 30 days, Due within 60 days, Due within 90 days, Custom (manually select start date and end date)

            The result of this report generation will be a bar chart, with an addition of a table breakdown of all open invoices, that can be exported in .xls format.
            In case you selected a single client, every bar in a chart will represent one invoice, and bars will be ordered by invoice number, ascending.
            If you selected all clients, every bar will be showing sum of his unpaid invoices for a selected timeframe, and bars will be ordered by client name, ascending.

            Example: Report generated for Matter365 user Mike Smith, showing all unpaid invoices for all of the clients on matters where Mike is a responsible attorney.
            Accounts receivable report - chart
            This example report was easy to read, but if you are in a situation that there are tens or even hundreds of results, you can use purple scrollbar on the X-axis to reduce the number of results currently displayed.
            Account receivable report - receivables breakdown by Matter
            To export this receivables breakdown in .xls format, press Export button.

            Work in progress report

            This report will show all time activities and expenses that are tracked, but aren’t on any QuickBooks invoice yet. 
            Amounts from invoices in draft status will be shown on this report, since those aren't on QuickBooks, and they still represent work in progress at the time.

            Group by – you can group the report data by Matter, Client, Matter type, Matter source or User of Matter365
            Timeframe – All, Last 30 days, Last 60 days, Last 90 days, Custom (manually select start date and end date)

            The result of this report generation will be a bar chart.
            Every bar in it will be showing sum of time docketed in a selected timeframe for a certain Matter, Client, Matter type, Matter source or User of Matter365.
            Bars in this chart will be ordered by their name, ascending.

            Example: Report generated to show work in progress (tracked, but not on any invoice yet) in the last 90 days, grouped by different Matter types it belongs to.
            Work in progress report
            This example report was easy to read, but if you are in a situation that there are tens of results, you can use purple scrollbar on the X-axis to reduce the number of results currently displayed.

            Docketed hours report

            This report shows all docketed hours for a certain Matter, Client, Matter type, Matter source, or by a specific User of Matter365.

            Group by – you can group the report data by Matter, Client, Matter type, Matter source or User of Matter365
            After you choose “Group by” option, you can select either “All” or a single Matter, Client, etc.
            Timeframe – All, Last 30 days, Last 60 days, Last 90 days, Custom (manually select start date and end date)

            The result of this report generation will be a bar chart.
            In case you selected a single Matter, Client, etc. every bar in a chart will represent a different day, with a value of docketed hours for that day.
            If however you selected option “All” for Matters, Clients etc. every bar of that chart will represent a single Matter or a single Client etc.
            Bars will be sorted by client name, ascending.

            Example: Report generated to show docketed hours in the last 30 days, grouped by different clients the work was done for.
            Docketed hours report
            This example report was easy to read, but if you are in a situation that there are tens of results, you can use purple scrollbar on the X-axis to reduce the number of results currently displayed.

            Billing report

            This reports shows 4 categories: Paid invoices, open invoices, overdue invoices, unbilled work.
            Unbilled work sums up amounts of unbilled time trackings and unbilled expenses entered into Matter365.

            Group by – you can group the report data by Matter, Client, Matter type or Matter source
            After you choose “Group by” option, you can select “All” or any single Matter, Client, Matter type or Matter source.
            Timeframe – All, Last 30 days, Last 60 days, Last 90 days, Custom (manually select start date and end date)

            In case you select a single Matter, Client, etc. result of this report generation will be a pie chart.
            Example: Billing report for client Peter Lendfield, showing billing details in the last 90 days.
            Billing report for a single client
            If you selected option All Matters, All clients etc. result of this report generation will be bar chart, with every bar representing one of the Matters, clients etc.
            Example: Billing report grouped by client for the last 30 days.
            Billing report for all clients
            This example report was easy to read, but if you are in a situation that there are tens of results, you can use purple scrollbar on the X-axis to reduce the number of results currently displayed.


            Updated: 02 Sep 2019 07:18 PM
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