Orion Reporting
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Reports for Analyzing Courtesy Discounts
The exact report you choose to run depends on how you record “Courtesy Discounts.” If discounts are given by way of write downs
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Customizing the Orion Reporting System
The Orion Reporting System is designed to be as flexible as possible while maintaining data integrity. Users are allowed to save report settings
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Aged WIP by Timekeeper
The Aged WIP by Timekeeper Report, found under the Staff Productivity Reports section, shows the value of work in process by Timekeeper
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Daily Time Summary Report
Located under the Staff Productivity Reports section, the Daily Time Summary provides a daily view of billable or billable and non-billable
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Summary of Hours Worked Report
The Summary of Hours Worked Report (under Staff Productivity Reports) provides an analysis of time worked during a specified date range. The report shows billable and non-billable hours and shows how much of the time worked during the report date range has been billed. You can choose to show the Billed Columns at original or …
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Timekeeper Annual Summary
The Timekeeper Annual Summary (located under Staff Productivity Reports) reports activity on a month by month basis for hours/dollars entered
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Timekeeper History Report
The Timekeeper History Report (located under Staff Productivity Reports) provides an analysis by Timekeeper of hours entered
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Timekeeper Productivity Report
The Timekeeper Productivity Report provides an analysis of overall productivity. The report shows time worked, billable and non-billable
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Payments by Working Attorney Report
The Payments by Working Attorney Report provides a detail list and summaries of income by Timekeeper or other sort options for the specified date range.
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Billing Realization by Working Attorney Report
The Billing Realization by Working Attorney Report is an analysis of billed hours and dollars during a specified invoice date range.
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Fee Listing
The Fee Listing provides a full detailed listing of fee transactions based on Client-Matter, Entry ID, Transaction Date or Timekeeper ID.
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Expense Listing
The Expense Listing provides a full detailed listing of expense (EX), client advance (CA) and interest (INT) charges and can be run by several sort orders and with various filters.
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Client-Matter Status Report
The Client-Matter Status Report provides an overall view of a Client-Matter or all Matters of a Client. This is the same report that can be printed through the Matter Status program.
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Client-Matter Retainer Ledger
The Client-Matter Retainer Ledger can produce either a history of retainer activity or a summary (balance only) of retainer activity for Client-Matters.
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Client-Matter Trust Ledger
The Client-Matter Trust Ledger can produce either a history of trust activity or a summary (balance only) of trust activity for Client-Matters.
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Daily Deposit Report
The Daily Deposit Report provides a list of specified accounting transaction types within a specified date range and is typically used to verify and balance your cash receipts on a daily basis.
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Retainer Deposits from AP Adjustments
The Retainer Deposits from AP Adjustments report provides a list of retainer deposits (RDP transactions) created by the adjustment of vouchers
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Trust Deposits from AP Adjustments
The Trust Deposits from AP Adjustments report provides a list of trust deposits (TDP transactions) created by the adjustment of vouchers where trust activity
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Unapplied Transactions Listing
The Unapplied Transactions Listing lists all accounting transactions (PMT, RAP, TAP, CR and WO) that have not yet been applied and/or posted.
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Application Reversals Report
The Application Reversals Report provides a list of accounting transactions that were reversed during the specified date range.
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Aged Accounts Receivable Report
The Aged Accounts Receivable Report prints Client-Matter accounts receivable totals with aging based on the date of the Invoice compared to the aging date entered.
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Aged Work in Process Report
The Aged Work In Process Report prints work in process by Client-Matter with aging based on the date of the transactions included in the report.
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Client-Matter Annual Summary
The Client-Matter Annual Summary reports activity on a month by month basis for hours entered, hours billed or fees collected by Client-Matter. You can choose to include the Previous Year values and to report based on hours or dollars (dollars only for collected values). Various sort orders and options are available. Fees collected is the …
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Client-Matter AR Ledger
The Client-Matter AR Ledger produces a ledger of invoices and accounting transactions for a specified Client-Matter for the date range entered.
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Inactive Matters Report
The Inactive Matters Report provides a means to list Client-Matters where there has been no activity since a specified date. When run, the report checks for fees,
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Investment Report
The Investment Report provides an analysis of the total accounts receivable and work in process less retainer and/or trust balance by Client-Matter.
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Invoice Listing
The Invoice Listing Report lists invoices generated on billable Client-Matters during the specified invoice date range. Invoices are broken down into fees
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Matter Budget Report
The Matter Budget Report is an analysis of hours/dollars worked or billed against budgets entered for the Client-Matter.
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Open Cost Report
The Open Cost Report lists unbilled and unpaid client advances (charges entered using a CA code). Items shown are as of the cutoff date entered
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Retainer and Trust Balances Report
The Retainer and Trust Balances Report provides a list of all Client-Matters with a retainer and/or trust balance and displays the balance
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Statement of Account
The Client-Matter Statement of Account provides a detailed statement of all fee, expense and client advance activity for a Client-Matter.
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Top Paying Client Report
The Top Paying Client Report ranks Clients based on payments received during the specified report date range. Several levels of detail
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Billing Realization Report
The Billing Realization Report is an analysis of billed hours and dollars during a specified invoice date range. The report shows the original
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Net Realization Report
The Net Realization Report is an analysis of actual versus billed dollars less credits and write offs during a specified invoice date range.
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Payment Application Analysis
The Payment Application Analysis Report provides detail lists and summaries of income by Client-Matter or other sort options for the specified date range.
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Cash Receipts Analysis
The Cash Receipts Analysis measures all operating cash received by the firm including reductions and additions to the retainer balance.
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Billed Disbursements Analysis
The Billed Disbursements Analysis lists expenses and/or client advances billed during the specified date range.
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Paid Disbursements Analysis
The Paid Disbursement Analysis lists expenses and/or client advances paid during the specified date range. The original value
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Sales Tax Payment Report
The Sales Tax Payment Report provides either a daily summary or a detail listing of receipts on taxable and non-taxable fees, expenses and costs.
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Client Advance Codes Listing
The Client Advance Codes Report provides a list of CA codes set up in the system and the various options attached to each.
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Client Listing
The Client Listing provides a detail or summary list of Clients on file. It includes options to restrict the list to those Clients with open Matters
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Conflict Relationship Codes Listing
The Conflict Relationship Codes Report provides a list of Conflict Relationships set up in the system for use in Conflicts records.
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Department Codes Listing
The Department Codes Report provides a list of Department Codes set up to be used on Matter records.
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Expense Codes Listing
The Expense Codes Report provides a list of EX codes set up in the system and the various options attached to each.
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Location Codes Listing
The Location Codes Report provides a list of Locations set up for use in the system as well as the GL Location Code assigned to each.
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Matter Listing
The Matter Listing provides a detail or summary list of Client-Matters. You can also print a list of Matters by Originating or Project Attorney
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Practice Group Codes
The Practice Group Codes Report provides a list of Practice Groups set up for use in the system. The Practice Group code is assigned at the Timekeeper level.
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Rate Sets
The Rate Sets Report allows you to print the Timekeepers and dollar amounts attached to one or more Rate Sets.
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Sales Tax Codes
The Sales Tax Codes Report will produce a list of the tax rates you have set up in the system and the corresponding tax percentages.
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Service and Activity Codes
The Service Codes Report provides a list of Service/Activity codes set up in the system and the various options attached to each. SORT ORDERSCodeDescription OTHER FIELDS AVAILABLE FOR REPORTDefault TimeFixed Rate
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Timekeeper Levels Listing
The Timekeeper Levels report prints a list of the levels you have set up that are assigned to Timekeepers (i,.e, Partner, Associate).
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Type of Law Codes
The Type of Law Codes Report lists all Type of Law codes on file. This report is a good way to review the General Ledger income accounts assigned to each Type of Law code.
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User Listing
The User Listing is a printed form of the User Manager in Orion Administration or Orion File Maintenance. The report allows you to review user settings
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Bank Balance Report
The Bank Balance Report prints a list of Bank Accounts set up in the Accounts Payable module and each bank’s current balance.
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Check Register
The Check Register is a list of checks written on a specific bank account during the specified date range. You can print a report as
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Client Costs Payable
The Client Costs Payable report shows open vouchers that are associated with client advances. The report can be run
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Open Vouchers Report
The Open Vouchers Report prints a list of unpaid vouchers. You may print the report for one or more Vendors and enter a Due Date
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Open Vouchers by Distribution Type
The Open Vouchers by Distribution Type report allows you to segregate voucher types when deciding what to pay.
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Payments Received on Voucher
The Payments Received on Voucher report checks PMT, RAP and TAP transactions within the specified date range and pulls the Open
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Total Vendor Payments
The Total Vendor Payments Report lists all Vendors paid during the specified date range (check date range) and the total amount paid them.
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Vendor Listing
The Vendor Listing provides a print out of some of the information contained in each Vendor record as shown in the Accounts Payable module.
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Void Check Register
The Void Check Register provides a list of voided checks in their original amounts and can be run for checks written during a certain date
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Voucher Expense Listing
The Voucher Expense Listing allows you to print the distribution detail of a range of vouchers (based on voucher date) that were distributed to one or a range of general ledger accounts.
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Voucher Listing
The Voucher Listing allows you to print a list of any voucher type within a specified date range (voucher invoice date).
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Account History
The General Ledger Account History provides detail on one or more General Ledger accounts. It can be printed for one or more periods
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Chart of Accounts
The Chart of Accounts report prints a complete list of all accounts in the General Ledger Chart of Accounts and displays the account type (debit or credit).
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GL Expense History
The General Ledger Expense History is similar to the Account History but it is specifically designed to review General Ledger expense
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Transaction Journal
The Transaction Journal is a basic report that can include posted, unposted, incomplete and unapproved transactions for a specified period or periods or a specified date range.
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Trial Balance
The Trial Balance lists every General Ledger account and its ending balance for the period specified. Unlike the Account
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Application Reversal Register
The Application Reversals Register is called by the AR Reversal Program. This report cannot be run or opened from the Reporting System
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Bank Reconciliation Report
The Bank Reconciliation is called from within the Accounts Payable Bank Reconciliation program when you choose to print a list of Cleared or Uncleared Items.
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Deposit Processing Report
The Deposit Processing Report is called from within the Deposit Processing program when you choose to Create a Deposit and print the report.
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Fee Calendar Report
The Fee Calendar Report is accessible through the Fee Calendar located in Time Manager. To print the report, right click inside the calendar and choose Print Calendar.
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Form 1099
The Form 1099 Report is accessed from within the 1099 Processing Program and prints 1099 information on pre-printed forms.
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GL Transaction Edit Register
The GL Transaction Edit Register is printed from within the End of Period Processing Program or from within the GL Post Transactions program
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Matter Task Codes
The Matter Task Codes report is run by opening up the Matter record in File Maintenance, accessing the Billing Options Tab and going into the Edit Task Code Set window.
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Matter Timekeeper Rates
The Matter Timekeeper Rates Report lists the current Rate Code and amount for each Timekeeper for the specified Client-Matter.
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Pre-Check Register
The Pre-Check Register lists open vouchers selected for payment on a particular bank code. The report is accessed through AP Manager,
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Task Inquiry Report
The Task Inquiry Report provides a summary and analysis by task code for work done on a particular Client-Matter. This report is important
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Vendor Status
The Vendor Status Report provides a printed version of the Vendor Status Inquiry program. The report is accessed by calling up a Vendor
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Saving Your Report Settings
When you first access an Orion report, the report comes up with system default settings. If you frequently run the report using different settings
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Report Batches
The Batch Reports Tab allows you to set up and group reports that can be run in a batch (run all at once). This Tab is specific to each User
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Billing Realization Report Not Changed by Entry of New Time
The Billing Realization Report reflects only that time that was invoiced during the specified report date range.
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Finding the Detail of what a Client-Matter Owes You
In addition to running a Reminder Statement for the Client-Matter that will list all outstanding invoices, you may also run the Aged Accounts
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Cash Receipts Report
The easiest way to review total cash receipts on a daily basis is by using the Payment Calendar. You may also run a Daily Deposit Report.
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Unpaid Invoices for a Client
Run the Aged Accounts Receivable Report (under Client-Matter Reports). Sort by Client, enter the Client Number and an asterisk
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Expense Realization Report
There is a Disbursement Analysis report that can be run using the “Paid” option. In the summary option, select the Code Type option
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Reports Listed Under Journals and Registers Folder – Some have different Icon and Don’t Seem to Run
Reports under the Journals and Registers folder are special reports that are designed to run within procedures in other areas of Orion.
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General Ledger Accounts Used in Voucher Distribution
The Voucher Expense Listing allows you to print the distribution detail of a range of Vouchers that were distributed to a range of general ledger accounts
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Report Itemizing Fees, Costs and Expenses Billed on a Matter
The Statement of Account report (Client-Matter Reports) can be run to get this information. To print out billed transactions simply choose the style
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Exporting data from Orion Reports to Excel or Access
Yes, Orion provides a Data Output feature on all of the reports that allows for exporting certain fields. Complete your report selections
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Billing Realization by Working – Current and Year to Date
The Billing Realization by Working – Current and Year to Date is a custom report style that provides an analysis of billed hours and dollars
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Client Activity Report
The Client Activity Report is a custom report style designed to provide a summary of activity on Clients or Client-Matters during a specified date range.
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Invoice Listing Sorted by Invoice Number
To get an Invoice Listing by invoice number you would need to go to Billing Manager. Go to Invoice Filter and put in the date range that you need to use for the search.
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Matter Listing – Opened/Closed within Date Range
If, for instance, you want to know the total Matters closed last year: Set the criteria for “Closed Only,” leave the “Open” date range blank,
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Matter Listing Alphabetically
Yes, you may go to File Maintenance Manager > Tools > Manage Matters, and sort your screen by Matter name. If the Matter Name field is not on your column heading
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Address Lists
You may be able to accomplish this by going to the Reports Menu, clicking on the File Maintenance folder, and selecting the Client Listing Report.
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Inactive Accounts Showing on Trial Balance
The Trial Balance does not offer an option to exclude inactive accounts. All accounts are included in the event an inactive account has a balance.
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Billing and Payment History for Matter
You can run the Client-Matter Status Report (Matter Status or Transaction Listings) and choose to print the AR Ledger. You may also run the Client-Matter AR Ledger found under Client-Matter Reports.
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Interest Column on Aged AR Report
If your firm charges interest on outstanding amounts over a certain number of days old, those amounts would be included under that column on the AR Report.
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Trust Deposit not Showing on Retainer/Trust report for Client-Matter
When reports are run for “All Banks,” the total in Trust is shown regardless of what trust bank code it is under for the Matter.
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Report to Show Invoices/Payments
Try printing the Client-Matter AR Ledger found under Client-Matter Reports. Enter the Client and * for all Matters. Enter your date range and tell it to include Invoice Detail.
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Trust Ledger Report
If the date of the TDP falls outside the date range (i.e. after the ending/through date) used for the report, it will not be included in the report.
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Filter Tab – Choices on Look Up
When Restricted Users are running reports in Orion, they are governed by Proxy Rights. If an User is a Restricted User in Orion, the User will not be able
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Retainer and Trust Balance Report for Inactive Timekeeper Data
Yes, reports will include inactive Timekeepers’ data. All reports will include inactive Timekeepers’ data
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Billing Totals Report – Broken out for Fees, Expenses, Costs
The Invoice listing report in the Client-Matter Reports folder in the Reporting System run with NO Detail (summaries only) will give you a total for Fees
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Share or Make Public a Grid Detail Report
To share the report, make sure your User has access to edit the report in the Security Group.
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Daily Deposit Report Showing Payments with nothing in Fees or Expense Columns
When you save a PMT in Orion without applying it to an invoice, it places the payment in the system in an entered state, and the description/status
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Phone Numbers in Orion
In Orion there are multiple places that phone numbers are stored. The fields that you see on the screen on the Client record correspond to a field name
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The Standard Component Toolbar
The Standard Component Toolbar contains the most frequently used components for report building (labels, memos, variables).
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The Data Components Toolbar
The Data Components Toolbar offers several objects that are similar to those found in the Standard Components Toolbar except they are data
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The Advanced Components Toolbar
The Advanced Component Toolbar contains objects that allow you to tackle more advanced reporting requirements (i.e, sub-report, region).
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The Orion Seldom Used Toolbar
The Orion Seldom Used Toolbar is a custom Toolbar written by Orion. As the name implies, these options are seldom used and require assistance from Orion programmers.
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The Report Tree
The Report Tree Toolbar does not actually appear as a Toolbar but is dockable only on the left and right sides of the design workspace.
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The Standard Toolbar
The Standard Toolbar provides basic functions such as opening, saving and printing reports.
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The Format Toolbar
The Format Toolbar provides the ability to modify objects in a number of ways. You can change the font size, style and color. You may underline,
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The Edit Toolbar
The Edit Toolbar allows you to set the most important property of an object. It is unique in that it changes based on the selected object.
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The Draw Toolbar
The Draw Toolbar is used to set the color and style of line, shape and region objects.
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The Align or Space Toolbar
The Align or Space Toolbar is used to align or space objects so they have a uniform appearance. For example, it can align several objects
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The Size Toolbar
The Size Toolbar can be used to set all selected objects to a uniform height or width.
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The Nudge Toolbar
The Nudge Toolbar is useful when you want to move an object or objects in small increments and with extreme precision.
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What is a Subreport?
A Subreport is a component available in the Report Builder that allows you to create a report within a report.
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What is a Region?
A Region is a component available in the Report Builder that can contain multiple objects – it allows you to group objects together.
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What is a Line Container?
A Line Container is a custom object written into the Report Builder by Orion and is used to place multiple objects together and set them to not print if the value is zero
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What is the Difference Between a Header and a Title?
A Header prints at the top of each page. A Title prints only at the very beginning of the report.
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Blank Header Space Printing After Removing All Objects
Even though you removed the objects, the report is still reserving the “blank space” in the header section and printing that blank space.
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Is there a way to add a double line to my report other than adding to line objects?
To add a double line to your report, drop a line object into your report. Next, right click on the new line object and choose Double Line.
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How can I change the numeric format of numbers in my report?
To change the numeric format of an object, right click on the object and choose Display Settings. Choose the format you want and click OK.
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Re-Sizing Objects
There are several ways to re-size objects. 1. You can click on the object, grab a handlebar and drag the object with your mouse.
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Moving Objects
There are several ways you can move objects within a band. 1. You can click on the object, and then drag the object with your mouse.
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Re-Sizing a Report Band
You can re-size a report band by two different methods. 1. Grab the band label (gray bar at bottom of band) with your mouse and drag it up or down.
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Changing Orientation of Report
To change your report orientation, open the style in the Report Builder editor and choose Page Setup. Access the Paper Size
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Print Preview in Report Builder Not Working
The Print Preview option in the Report Builder does not work with the Orion Reports since no parameters have been passed through to the database at the time you click the option.
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Font Size Needed Is Not Listed
Although the Font Size drop-down menu only lists certain font sizes, you can enter a custom size number as long as it is a whole number. For example, if you want your font size to be 6, just type in 6 in the box.
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The Data Tree
The Data Tree is unique to each report and contains the objects (information) that is available for the particular report.
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Toolbars in the Report Builder
A document provides an explanation of the Toolbars available in the Report Builder.
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Copying Report Batches
Report Batches are unique to each User so you will have to set the reports up on each individual’s workstation.
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Can I Get a Print Out of Expense Codes?
You can print a list of your Expense (EX) Codes using the Expense Codes Report located under File Maintenance Reports in the Reporting System.
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Is there a print out I can use to review our Client Advance Codes?
You can print a list of your Client Advance (CA) Codes using the Client Advance Codes Report located under File Maintenance Reports in the Reporting System.
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Orion Report Guide for Version 4
Please contact us for more information on the Orion Report Guide.
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What Are the Objects in Summary of Hours Data Feed?
The data objects are as follows: Objects Based on Fee Transaction Date:
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Fee Payments on Timekeeper Productivity Does Not Equal Payment Application Analysis
There are 2 things that can cause this. 1. You did not include Reversals in your Payment Application Analysis Report.
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Billed Fees Not the Same on Two Reports
By default, the Billing Realization by Working Attorney Report DOES NOT include inactive Timekeepers but the Billing Realization Report DOES
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What is Collected Rate?
Everyone can calculate this in a different manner. However, if you wanted this information on an Orion Report it would be calculated by taking the Fee Payments
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Realized Rate on Billing Realization Report
The Realized Rate on the Billing Realization Report is calculated by dividing the Billed Dollars by the Original Hours Billed.
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Gross Rate and Net Rate on Net Realization Report
The Gross Rate is calculated by dividing the Billed Dollars by the Original Hours Billed. The Net Rate is calculated by dividing the Net
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Summary of Hours “Billed Hours” Does Not Match “Billed Hours” on Billing Realization Report
The Billed Hours and Billed Dollars will probably never match between these two reports because the information is gathered based on different parameters.
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Is there any way to easily determine what Matters are Using an Override Rate?
To get a list of Matters set to use an Override Rate for one or more individuals, you can print the Override Rate Listing Report located
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Can the Matter File Copy Show Contacts Related to a Matter (Practice Management Feature)
The Related Contacts information is available in the Matter File Copy Data Feed; however, it is not included as part of the Standard Report,
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Is there any way to print the Email Bill Delivery Information on the Matter File Copy?
Yes. The Email Bill Delivery information is available in the Matter File Copy Data Feed; however, it is not included as part of the Standard Report,
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Is there a way to include the Email Bill Delivery Information on the Matter Listing Report?
The Email Bill Delivery information is available in the Matter Listing Report Data Feed; however, it is not included as part of the Standard Report,
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Is there any way to print the Email Bill Delivery Information on the Client Listing Report?
Yes. The Email Bill Delivery information is available in the Client Listing Report Data Feed; however, it is not included as part of the Standard Report,
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Is there any way to include the Override Rates on the Matter File Copy Report?
The Matter Override Rates information is available in the Matter File Copy Data Feed; however, it is not included as part of the Standard Report,
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Client-Matter Trust Ledger – Last Activity Type
The Last Activity Type is available in the Client-Matter Trust Ledger Report; however, it is not included as part of the Standard Report,
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Last Activity Type on Client-Matter Retainer Ledger
Yes. The Last Activity Type is available in the Client-Matter Retainer Ledger Report; however, it is not included as part of the Standard Report,
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Matter Opened Date on Client-Matter Trust Ledger
Yes. The Matter Opened Date is available in the Client-Matter Trust Ledger Report; however, it is not included as part of the Standard Report
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Can I Include the Matter Opened Date on the Client-Matter Retainer Ledger?
The Matter Opened Date is available in the Client-Matter Retainer Ledger Report; however, it is not included as part of the Standard Report,
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Aged AR Report – Show When Matter Set Up for EDI Billing
The EDI Billing Flag (Yes/No) is available in the Aged AR Report; however, it is not included as part of the Standard Report,
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Accounts Receivable Collections Report – Show If Matter Set for EDI Billing
Yes. The EDI Billing Flag (Yes/No) is available in the Accounts Receivable Collections Report; however, it is not included as part of the Standard Report,
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KPI – Measuring Client Growth Rate
Measuring your Client Growth Rate helps the Firm to focus its business development spending accordingly. Client Growth Rate is a simple
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KPI – Average Fee Per Client
The Average Fee Per Client is the total fee revenue for the year divided by the number of clients billed during the year.
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KPI – Number of Matters Per Client
The Number of Matters Per Client indicator is the ratio of the number of Matters billed to the number of Clients billed and is calculated by dividing the number
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KPI – Client Retention
Client Retention is used as a sign of the health of the firm because of the focus on existing clients and the ease and lower cost of generating work from them
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KPI – Growth in Top Clients
Measuring the growth in your top clients gives you the ability to make sure you do not become over dependent on any one client or a small group of clients.
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KPI – Dormant Client Percentage
Clients that you once had may be the easiest ones to pursue for new work. Dormant Client Percentage is important for that reason and can also be used as an early
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KPI – Percentage of Partners’ Hours
Percentage of Partners’ Hours is the ratio of partners’ hours worked to the total hours worked by all Timekeepers.
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KPI – Billable Hours per Full-Time Equivalent (FTE) Timekeeper
This measurement is more useful than using the change in billable hours. Total hours can increase due to an increase in the total
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KPI – Ratio of Average Billed to Average Standard Rate
This is the ratio of the average billed hourly rate for a Timekeeper level (i.e., Partner, Associate) to the average standard hourly rate for the same Timekeeper Level.
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KPI – Billings Per Full-Time Equivalent
Billings Per Full Time Equivalent is calculated by dividing the gross amount of fee billings by Timekeeper Level by the number of full time equivalents in each category.
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KPI – Billable Hours Per Legal Assistant
This measurement may be used as a basis for targeting staff levels and increasing/reducing the existing number of Legal Assistants based on usage or the billable hour.
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KPI – Number of Matters Opened
This number is often used as a measurement of workload as well as whether or not new cases/business is being brought into the Firm. This number
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KPI – Net Income Ratio
This is the ratio of the Firm’s net income (prior to partner distributions) divided by the total fee billings of all Timekeepers. Firms use this indicator to determine
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KPI – Average Net Overhead
Average Net Overhead is the net cost that each Partner must cover before any profits are generated by their billings. This is calculated by taking the total
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KPI – Unbilled Days
The Unbilled Days indicator is used to measure the length of time it takes to bill your work. Unbilled Days is calculated by dividing Fee Work
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KPI – Uncollected Days
Firms use the Uncollected Days figure to track the length of time it takes to collect their accounts. Uncollected Days
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KPI – Lockup
Lockup measures the combined time it takes to bill and collect a Firm’s accounts. This KPI is critical in projecting cash flow.
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KPI – Average Billed Rate
Average Billed Rate is typically measured at the Timekeeper Level (i.e., Partner, Associate) and measures the effective rate actually billed by Timekeepers.
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KPI – Leverage
Leverage measures the ratio of all non-partner Timekeepers to partners. It is calculated by dividing the total non-partner full-time equivalents by the partner full-time equivalents.
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Removing a Report Title Bar
Even though you removed the objects, the report is still reserving the “blank space” in the title section and printing that blank space.
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Giving access to Batch Reports to Other Users
Batch Reports are set up on a User by User basis and cannot be accessed by or copied to other Users. The other Users will need to set up their own Report batches.
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When I attempt to send my reports via Email, Orion errors out
Check the list of recipients that comes up in the Recipient List shown by Orion. If there are no recipients listed, you have to click the ADD RECIPIENT Button
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Report Totals Printing After Summary
This happens if you add report totals after you have created your Summary sub-report. Open the Report Tree (View, Toolbars, Report Tree).
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Summary Options not Available on Custom Report Style
If you know that the report on which you based your custom report typically offers summary options, you have either not created a sub-report
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Moving All Objects Inside a Region
When trying to move all objects inside a region, there is a special way to select the objects so that you do not also move the placement of the region itself.
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Total Hours Object (fdTotalHours) Not Working on Report Style
The Total Hours object in the Staff Productivity Collector is dependent on the presence of the Billable Hours (fdBillableHours) and Non-Billable Hours
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Report for Paid Hours in Orion
There is not a specific report for “paid hours” in Orion. Orion stores the total dollar amount for fees, costs, expenses, and interest if the firm is set up
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Reports Question on Which Fee Transactions Have Been Paid?
No, the Timekeeper Productivity will present the work in process based on the transaction date selected for the report and will report the Fees Paid
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Investment in Flat Fee Cases
The Investment in Flat Fee Cases is a custom report style designed using the Billing Realization data feed. The report compares dollars worked against
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Creating a Custom Report – Exercise
The attached doucment walks you through creating a Custom Report Style using the Timekeeper History Report as a model.
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Client-Matter Account Activity Report
The Client-Matter Activity Report is a custom report style written on the Client-Matter Status Report data feed. The purpose of the report is to provide the Client
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Statement of Trust Activity
The Statement of Trust Activity Report is a style written on the Client-Matter Trust Ledger data feed. This report is used to notify clients
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Overview of the Orion Report Builder
Please contact us at support@orionlaw.com for the documentation on the Report Builder.
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Orion Reporting Options – Getting the Most Out of Orion
Please contact us at support@orionlaw.com for more information on Orion reporting options.
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Suppressing Printing of $0.00 Values
If you would like zero value fields to print as blanks instead of 0.00, in your report style, highlight the object in question. Right click
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Removing Objects from Title Section Left Large Blank Space on Print Job
Even though you removed all the objects from the Report Title, the report is still reserving the “blank space” in the Title section and printing that blank space.
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Export to Excel Requires Clean-Up of Report Header Printing Multiple Times
You can prevent the Header from printing when the report is exported to Excel by doing one of two things. First, create a custom report style.
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Blank Date Field Printing as 12/30/1899
In the newer SQL data files, blank dates are actually stored as 12/30/1899 instead of an empty field. To set your report to display blank dates as a blank rather than 12/30/1899,
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How do I Remove the Report Totals Section from my Report?
To remove the report totals section, you can do one of two things: 1. Right click on the gray bar underneath the Summary section and choose the Visible option.
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Issue with Payment Application Analysis Report
If the original payment date is outside the date range for your report, the reversal and reapplied entries are offsetting.
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My AR Aging Report is Showing a Client Matter that Has Zero Balance
In this situation, most likely, there is a net due amount in a data file that is a fraction or less than a penny caused by a rounding error. This causes the report to pick up that
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Report that Sub-Totals Fees, Expenses and Costs Billed by Matter
There is not one report in Orion that will provide this specific information; however, you can customize the Grid Detail Report in the Billing Manager to get this detail.
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Client Journals Not Showing on AR Collections Report
When you print your AR Collections Report, make sure you choose the Client Detail option. The Detail option determines which Journals we look
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AR Collections Report – Matter Journals Not Printing
When you print your AR Collections Report, make sure you choose the Matter Detail option. The Detail option determines which Journals we look
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How do I Print a List of Clients by Responsible Attorney?
You cannot print a list of Clients by Responsible Attorney since there is no Responsible Attorney value held on the Client record. Responsible Attorney
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Timekeeper Annual Summary Report – Run Across Years
No – the report can only be run for a range of one year. You can, however, choose to include Previous Year numbers to provide some
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Report Sorts
Orion provides a number of basic sorts on the reports such as Originating, Responsible, Project, Working, Type of Law, Location, and Department.
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Filter Information on Reports
Unfortunately, we cannot add the exact filter information. The reasoning behind this is that filters could be combinations of hundreds of things.
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Can we get the File Maintenance, Client Listing Report to Sort by Referral Source (Custom Field)
Unfortunately, that field is not available as a sort option in the Client Listing. Since the field is a User-defined field under Additional Client Information
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Billing Realization Report – Variations When re-Run for the same Month
The following activity in the system can impact your numbers on the Billing Realization Report if re-run at a later date. 1. Voided Invoices (ones that were not re-created).
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Report Needed for Submission with Professional Liability Insurance Application.
1. Top Paying Client Report – run by Sort Order Type of Law, and enter a number in the “List Only the Top XX Clients” field large enough to capture all Clients.
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Summary of Hours Worked and Timekeeper Annual Summary Report Do Not Match
Assuming all parameters, date ranges, filters, etc. are the same, the problem is the Value Type you chose when you ran the Timekeeper Annual Summary Report.
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Client Listing by Referral Source
The field is not available as a sort option in the Client Listing. Since the field is a User-defined field under Additional Client Information, it cannot be used as a sort order.
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Check Register Still Defaulting to 2014 Even Though Fiscal Year Is Now 2015
If you are sure your current AP Period is set to 2015, the issue is that you have saved a report scenario with the report and the year was set to 2014 in that scenario.
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Missing Invoices on Invoice Listing
If you want to cross check what is on the Invoice Listing report, you can go to Billing MAnager and filter for the same date range and ask for posted invoices,
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Summary of Hours Worked vs. Timekeeper Productivity
The Summary of Hours Worked Billed Hours column represents the time entered during the report date range that has been billed – regardless
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Hours Worked Report
The Hours Worked Report is a custom report style that provides a comparison of Actual Hours/Dollars worked versus Budgeted Hours/Dollars
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Net Realization – Fees Only – No Reversals
The Net Realization Report without Reversals is a custom report style that provides an analysis of actual versus billed dollars less credits and write
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Payments by Working – Current and Year to Date
The Payments by Working – Current and Year to Date Report is a custom report style that provides Fee, Expense and Cost income by
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Payments on Invoices Report
The Payments on Invoices Report is a custom report that allows you to view payments during a specified date range applied to invoices
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Timekeeper Analysis
The Timekeeper Analysis Report is a custom report style that provides a view of Hours Worked, Fees Billed and Fees Collected for Month to Date
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Timekeeper Annual Summary – Budget and Previous Year
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
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Timekeeper Billable Dollars Breakdown
The Timekeeper Billable Dollars Report is a custom report style that provides a breakdown of billable dollars on Hourly/Flat Fee cases and billable
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Timekeeper Fee Analysis
The Timekeeper Fee Analysis is a custom report style that provides an overall view of fee activity by Timekeeper for the current period and year to date.
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Timekeeper Performance – Current and Year to Date
The Timekeeper Performance – Current and YTD Report is a custom report style that provides an overview of activity at the Timekeeper
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Timekeeper Performance – Current Only
The Timekeeper Performance Report is a custom report style that provides an overview of activity at the Timekeeper Level for the current period.
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Timekeeper Rate Analysis
The Timekeeper Rate Analysis is a custom report style that provides a comparison of time worked or billed at actual value (actual rate worked or billed)
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Timekeeper Workload Report
The Timekeeper Workload Report is a custom report style that provides a breakdown of billable and non-billable hours worked, the percentage
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True Net Realization
The True Net Realization Report is a custom report that shows realization from the original entry of fee transactions to the collection
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General Ledger Account History – Running for Multiple Accounts
You should be able to run the report that will give you what you want by using the below selection criteria: 1) From the Selection Tab, use filters as shown with “all accounts”
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Override Rate Listing
The Override Rate Listing Report provides a list of Matters where Override Rates have been assigned. Various sort orders are available
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Report Export Failure
User is receiving error “Export to *application* Failed. Cannot Update. Database or object is read only.” This issue is present because the syntax in the export
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Applied and Posted AR Transaction showing as Unposted and Selected on Client-Matter Ledger Report
This is the “Invoiced” status of the transaction. If the RAP has not appeared on an invoice (or gone through a Billing Cycle) in Orion,
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WIP and AR by Working Attorney
There are several options but your best option would be to run the Aged AR Report (under Client-Matter Reports) and use the Working Attorney Sort Order
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Cannot locate Pervasive ODBC Client Interface
There are 2 different ODBC Administrators on a Windows 7 64-bit machine. The Administrator you are calling up is the 64-bit Administrator and the Pervasive
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Inactive Clients Report
The Inactive Clients Report provides a means to list Clients where there has been no activity since a specified date. When run, the report
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GL Budget Report
The GL Budget Report allows you to print out your General Ledger Budget for the 12 month period. The default report shows the General Ledger Account Name
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Reports for Write Ups/Downs of Fees and Expenses
You can determine write ups/write downs of Expenses and Client Advances at billing by running the Billed Disbursement Analysis (Billing and Revenue Reports).
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Explanation of Timekeeper Productivity Report
The purpose of the Timekeeper Productivity Report is to provide a report of productivity based on the date the work was performed and the date
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Payments by Expense Type
The Paid Disbursements Analysis, found under Billing and Revenue Reports, can be used for this. Choose the Sort Order you would like and enter
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Reporting Charts and Graphs
Some Orion Reports have the ability to present data in a Chart Format. If you don’t see the Charting Tab on a report, the charting feature
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Tracking Time Written Down Based on Work Date
Two reports show time written down based on when it was worked instead of billed – Summary of Hours Worked and Timekeeper Productivity; however
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Payment Application Detail by Working is lower than Payment Application Analysis
Assuming both reports were run for the same date range and both include the same transaction types, the typical cause of this is an invalid Originating
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Average Rates Billed By Working Attorney
You may print the Billing Realization Report by Working Attorney which is found in the Reporting System in the Staff Productivity Reports folder.
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Report for Total Payments by Working Attorney
For payments by Working Attorney you can run the Payments by Working Attorney report located under Staff Productivity Reports. Enter your date
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Report Needed for Originating Attorney where he/she is not Managing Attorney
Run the Payment Application Analysis Report (Billing and Revenue Reports) or the Payments by Working Attorney Report (Staff Productivity Reports
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Report for Detail of Non-Billable Time
The Timekeeper Annual Summary Report is your best option for this report. Run it sorting for Working Attorney and Current Year Only
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Payment Calendar not Equaling Timekeeper Productivity Report
The Timekeeper Productivity Report always factors in reversals. If you run the Payment Application Report WITHOUT reversals and still have
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Summary of Hours Worked – Will Adjusted Fee Be Reflected
The adjustment to the fee transaction will show on the Summary of Hours Worked Report but only if you run the report for a date range that includes
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Timekeeper Productivity Report – Fee Balance Field
The Fee Balance column represents the AR Fee Balance for that Working Attorney at the time the report is run. If you run an Aged AR
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Accounts Payable Reports
The Accounts Payable Reports provide information contained in the Accounts Payable module and include reports that include Vendor
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AR Transaction Listings
The AR Transaction Listings section includes reports related to daily entry of accounting transactions, retainer and trust history, reversals
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Billing and Revenue Reports
The Billing and Revenue Reports section contains reports designed to provide an analysis of billing and revenue concerns in a variety of formats.
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Client-Matter Reports
The Client-Matter Reports section includes reports used to monitor the current status of a Client’s accounts receivable
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File Maintenance Reports
The File Maintenance Listings section contains reports that provide listings of the various overhead files in Orion such as Clients, Matters, Type of Law Codes and Service Codes.
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General Ledger Reports
The General Ledger reports provide various ways to look at General Ledger balances and activity. These reports are separate from the Balance Sheet
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Journals and Registers
The Journals and Registers section of reports contains reports that are called by routines or procedures within other Orion programs.
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Staff Productivity Reports
The Staff Productivity reports are used to measure and monitor the performance of Timekeepers in areas such as billable hours worked, time and dollars billed
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Transaction Listings
The Transaction Listings section includes reports that provide full detailed listings of Fee transactions, Expense transactions, and Client Advance
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Report Totals for a Group of Client Numbers
Go to the Filter Tab on the Report. Click on the lookup or ellipse
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How to get list of clients that were billed and list of clients that were not billed for Month
Go to Billing Manager. Click on Invoice Filter.
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Corrupted Template Error When Printing
This error typically happens after a new printer is installed. Try changing your default printer in Windows by going to Windows (Start) Button > Control Panel > Devices
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Task Analysis by Working
The Task Analysis by Working Report provides a breakdown of task codes by Timekeeper for a Client-Matter. The report is based on fee transaction
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Adjusted Hours Disproportionate to Adjusted Dollars on Billing Realization Report
There is nothing wrong with the report. These numbers show that when you write down fee transactions you are electing to hold time constant rather than
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Net Cash Realization Report
The Net Cash Realization Report provides an analysis of payments received against the original value of the fees relieved by the payments. The report shows
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Average Days to Pay Report
The Average Days to Pay Report allows you to measure how long it takes for invoices be paid on a Client-Matter level. The report is run based on an invoice date
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Report for Write Offs of Accounts Receivable
The report to run for this information is the Payment Application Analysis under Billing and Revenue Reports. Choose the Sort Order, Level of Detail and
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Statement of Account and Net Realization Original Amounts
When you ran the Statement of Account, you chose the Bill Values style. When this style is chosen, Bill Values are printed in both the Original Amount and Bill
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Date on Report Showing as 12/30/1899
You will need to go into your Report Style and locate the Date field object. Once located, click on the object to make it the active object (handle bars
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How to Make $0.00 Fields Print as Blank Fields in a Report Style
You will need to go into your Report Style and locate the field in question. Once located, click on the object to make it the active object (handle bars will
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Can a Report Scenario be Edited?
You may edit existing scenarios but you must first make sure the scenario you want to edit is the current scenario in use. If you are not sure, right click and
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Contact Phone and Fax Numbers on Matter File Copy
Yes – the objects for these phone numbers are available under the Client data pipeline in the Matter File Copy Report.
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Working on Other Things in Orion While Running a Report
Just as you cannot spell check two documents at a time in your word processing program, you may only have one process running at a time in Orion. If you want
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Beginning Balance not Showing on GL Account History Report for Asset Account
On the GL Account History Report there are selections or check boxes that determine what will be presented on the report. If you try to print an account
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Why Can’t I Print the Investment Report Sorted by Working Attorney?
The Investment Report cannot be sorted by Working Attorney because the report shows the net result of AR + WIP – Trust and/or Retainer. Although WIP and
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Tracking Write Downs of Client Advances
There are 2 different reports you can use to track this information. The Billed Disbursements Analysis will show Expenses and Client Advances written down
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My Billing Realization Report – Hours Written Down doesn’t Equal What I Show in Time Manager
The Billing Realization Report is based on the Invoice Date of the transactions. Time Manager typically displays transactions based on the work date of the
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How to Print out a Report by Type of Law Code in Order by Fee Payments
You may run the Top Paying Client Report under the Client-Matter Reports folder. Select Type of Law for
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Report that will Show Only Written Down Time Out of WIP
There is not a specific standard report that shows “only” written down time by itself. You would need to look at the Billing Realization Report under the Billing
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No Reports are Showing Up
If you are getting a blank screen check from where you are launching Orion. The reporter needs to see orionembeddedreports.dll and is not seeing it. It may
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Report by Fee Arrangement
There is not a specific report that can be run in the reporting module but this can be done. Go into File Maintenance
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Aged Accounts Receivable for a Previous Month
If you run the report today and use an Aging Date of 12/31/2013, the system does the best possible job of determining what AR was on December 31, 2013. When
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Aged Work in Process Report for a Previous Month
No – the Aged WIP Report is always a picture of WIP as of the day the report is run. Although you can specify a transaction cutoff date, it is used only to
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Report That Shows Both AR and WIP
The Investment Report (located under Client-Matter Reports) will show both WIP and AR by Client-Matter. This report provides an analysis of the total accounts
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Hiding a Report Detail Line if All Values are Zero
Try this in the “DetailBeforePrint” Detail.Visible
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Report For Itemizing All Billed Fees for Submission to Court
The report designed specifically for this use is the Statement of Account, located under Client-Matter Reports. If you are printing this report to submit
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Report for Billable Hours Over the Last Three Years
The best report to use for this information is the Summary of Hours Worked Report (located under Staff Productivity Reports). Choose the Original Values
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Report Needed to Show How Much of the Time Worked in a Month Has Been Billed
The Summary of Hours Worked Report, located under the Staff Productivity Reports section, will provide this information for you. Run the report for the date
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Monitoring Client Payments for Client Advances on Unpaid Vouchers
There is a report you can use to assist in monitoring this. Under the Accounts Payable Reports section, you may run the Payments Received on Voucher
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Report for Time and Dollars Billed for the Last Five Years
The best report to use for this information is the Billing Realization by Working Attorney (located under Staff Productivity Reports). Enter the date range you
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Tracking Billed Dollars Net Credits and Write Offs
The Net Realization Report is designed to track and monitor this specific scenario. When run, the report grabs all invoices during the specified date range and
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Determining the Number of Copies We Have Invoiced
The easiest way to get this information is by running the Billed Disbursements Analysis for the date range you are requiring the information. Run the report using
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Exporting Report to Excel and We Are Not Able to Edit
Go into the Excel program and go to File > Options. Click on Trust Center.
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Rename Report on Site Defined Tab
You may right click on the report and choose Edit, then simply change the Display Name and click OK. Note that all Users who have rights to
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Suppressing Printing of Timekeepers with Zero Rates on Matter Timekeeper Rates Report
The report options do not provide for this option, but you may create a custom report style and add a script to handle it. Please note that this script will
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Report for List of Matters Opened for a Specific Client
The report you will want to run for this information is the Matter Listing Report found under the File Maintenance Reports section. Run the report by the
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Time Manager Not Matching Billing Realization Report
The transactions and amounts displayed in Time Manager are based on fee transaction date (when services were performed). The Bill Value on the Billing
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Time Manager Not Matching Net Realization Report
The transactions and amounts displayed in Time Manager are based on fee transaction date (when services were performed). The Bill Value on the
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Date of 12/30/1899 Showing in a Field
In newer data files, a blank date field actually has a value of 12/30/1899 in it. If you see this date on a report, it means the date field is actually blank. On most
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Date Field on Custom Report Style Printing 12/30/1899 on Some Records
To force the report to print a “blank” instead of 12/30/1899, open your report style and click on your Date object. Right click and choose the “BlankWhenZero” option.
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Unable to Print Client Listing by Responsible Attorney
There is no Responsible attorney assignment at the Client level, but the system does have the Originating attorney assignment. If you look at a Client record in
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Difference Between a Header and a Title in a Report Style
In the Report Builder an Header prints at the top of each page and a Title prints at the very beginning of the report and never again. If you are designing
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Saving Printer Settings for a Report
To save printer settings with a report that are for a different printer than your default printer, you may do the following:
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Export to Excel Requires Significant Clean-Up To Remove Multiple Occurrences of Report Header
You can prevent the Header from printing when the report is exported to Excel by doing one of two things. First, create a custom report style to
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Report Footer Prints Multiple Times on Export to Excel
You can prevent the Footer from printing when the report is exported to Excel by doing one of two things. First, create a custom report style to be used. Next, do
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Running a Report on a Matter In Intake
You may run the Fee Listing report found under Transaction Listings. Click on the Filter Tab to filter for a case in intake. Simply enter the Client Number and
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Year to Date Fee Listing Report Not Matching Time Manager
There are several parameters on the report and in Time Manager that could cause a difference. However, most likely you forgot to tell the Fee Listing Report
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Monthly Payment Statistics Report Differs from Payment Application Analysis
The Payment Application Analysis provides you the option of including/excluding reversals. The Monthly Statistics Report does not – reversals are automatically
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The Show Inactive Option is not available when I click on the Working Attorney Filter Look-Up
The Show Inactive option is not available for the Working Attorney Filter and Inactive Timekeepers are not available in the Working Attorney
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Report on Inactive Timekeepers Only
Yes. You can use the Working Attorney Filter located on the Filter Tab for this purpose. First, enter your report parameters such as date range and detail.
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The Balances on my Trial Balance do not Match Those on the Trial Balance with Period Range
If the balances on your Trial Balance with Period Range and Trial Balance do not agree (comparing same GL Period), you should first make sure that all transactions
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Is there a System Report That Shows Cash Realization
There is not a system report that provides this information but the objects are available in many of the staff productivity data feeds to get this information. You would