Detailed WIP Report

Modified on Thu, 14 Sep, 2023 at 11:49 PM

The Detailed WIP Report provides an in-depth overview of all work in progress. The report displays values for fees and expenses (disbursements) that have yet to be billed. This is useful to see the amounts that can or will be billed in the future. The detailed WIP report offers various filters and layout options to display the information that is most pertinent to your needs. This is the report to see the value of unbilled fees and expenses by a client, matter, matter type, responsible lawyer, and/or bill type.

Note: The report only shows the current unbilled WIP as at today's date. As an example, if I were to run the report on 5th August for the date ending 31st July - any WIP that has been billed between the 31st and the 5th will no longer show in the report. The best option for historical WIP reporting is to run the report at the end of every month to keep as a comparable.

Accessing the Detailed WIP Report

The Aged WIP Report is located at Reports > Billing Reports > Detailed WIP Report.

Filters

Basic

There are Basic options to quickly display report information. There are also Advanced options for more granular filters and layout options.

Filter	Description
Date range	This will set the range that the time/fee entries were created on. For example, if you wanted to see the fee entries that were created in July but not yet billed you would enter 1 July in the first box and 31 July in the second.
Timekeeper	Allows you to narrow down the report to show a specific timekeeper or leave at default to show all timekeepers.
Currency	Select the currency you wish to see the results for.

Layout options

Group detail by -Allows the report to be grouped by date, client, matter, timekeeper, responsible lawyer or entry type.

Sort detail by - Allows the report to be sorted by client, matter, timekeeper, responsible lawyer or entry type.

Advanced

Filter	Description
Responsible lawyer	Only WIP for a matter where the nominated contact is the responsible lawyer will show in the report. You can add more than one contact to include WIP for matters where either of the contacts is the responsible lawyer.
Client	Only WIP for a matter where the nominated contact is the client will show in the report. You can add more than one contact to include WIP for matters where either of the contacts is the client.
Matter	Only WIP for the nominated matters will show in the report. You can add more than one matter to include WIP from any of the matters.
Matter type	Only WIP for matters of the nominated type will show in the report. You can add more than one matter type at once.
Billing arrangement	Only WIP entered against matters that are set to the nominated Billing arrangement will be included in the report. You can select more than one type.
Fee types	Shows WIP based on fee type ( hourly, fixed fee, discounts, adjustments, or hourly non-billable)
UTBMS Task	Shows WIP with a specific UTBMS task code
Quick-code	Show only entries with a specific quick-code or multiple selected quick-codes.
Include inactive/closed matters	When switched on, any matter that is inactive or closed but has unbilled WIP on it will be included in the report.

Layout options

Show responsible lawyer summary- When switched on, the report will include a section that will show the WIP broken down by the responsible lawyer for the matter it is associated with.

Show timekeeper summary - When switched on the report will include all timekeepers that have WIP entered within the date range that is still unbilled.

Show bill type summary- When switched on, the report will include a section that will show the WIP broken down by the Billing arrangement type for the matter it is assigned to.

Show entry type summary - When switched on, the report will include a section that will show the WIP broken down by the entry type.

Show worked vs to bill summary-When switched in, the report will include a section that will show WIP broken down by entry type and hours worked compared to hours to bill.

Show detail - Controls the display of specific WIP details. Without the 'Show detail' toggle set to 'On,' only summary tables can be displayed.

Output

Output	Description
On screen (HTML)	This option displays the report results on your current screen
PDF	This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen.
MS Excel	This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.
Save XLSX file to a matter	After you have selected to run the report in MS Excel you can choose to save the XLSX file directly to a matter.
Save PDF file to a matter	After you have selected to run the report in MS Excel you can choose to save the PDF file directly to a matter.