The Timekeeper Annual Summary – Budget and Previous Year is a custom report style that reports activity on a month by month basis for hours entered, hours billed or fees collected by Timekeeper.  You may run the report based on hours or dollars (dollars only for collected values).  Various sort orders and options are available.  Fees Collected is the sum of PMT, RAP and TAP transactions.  This report does not include unreleased or incomplete time.

Sort Orders
Working Attorney
Responsible Attorney
Managing Attorney
Originating Attorney
Project Attorney
Type of Law
Department
Location
Timekeeper Level

Options
One or All of Sort Order Type
First And Last Month and Year
Report Hours or Dollars
Value Type
    Actual Including Non-Billable
    Actual Excluding Non-Billable
    Billable Value
    Billed – Based on Invoice Date
    Non-Billable Only
    Collected Value
    Billed – Based on Work Date
Detail Level
    None
    Timekeeper
    Timekeeper,  Client
    Timekeeper, Client-Matter
Include Inactive Timekeepers
Page Break on Group Change
Various Summary Options
Various Filter Options
    Client-Matter
    Working Attorney
    Responsible Attorney
    Managing Attorney
    Type of Law    
    Department
    Location
    Timekeeper Level

For pricing on this report, please contact Orion at support@orionlaw.com or 1-800-305-5867