Key Report Improvements

Modified on Thu, 14 Sep 2023 at 11:03 PM

Actionstep has made the following enhancements to the reports listed below. By clicking on the report title below you will be directed to the full article on this report. 

  • Fee Allocation Report

The Fee Allocation Report has been split into two focus areas; Fee Allocation per Payments Report and Fee Allocation per Invoice Report. Meaning that you can now see the amount that fee earners have invoiced in a certain period of time, or collected in a certain period of time. There is also a new filter so you group results by invoice date. 

Fee Allocation Per Invoice Report

Fee Allocation Per Payment Report

  • WIP Report

The existing "WIP Report" has been renamed to "Aged WIP Report" showing a breakdown of time categories: 0-30/current, 31-60, 61-90, 91-120, and >120 days. A new report has been added "Detailed WIP Report" that shows more detail about the matters and fee earners. 

Aged WIP Report

Detailed WIP Report

  • Time and Fee Entries Report

Filter and run reports based on timesheet or invoice date, group information by matter, matter type, date, client, timekeeper, responsible lawyer, and entry type. Select if you want discounts attributed back to the fee earner or shown as a separate line item. 

Time and Fee Entries Report

  • Fee Earner Productivity

Filter and run report based on timesheet or invoice date, see non-billable time on report and an option to include or hide invoice discounts. 

Fee Earner Productivity Report

  • Fee Earner Payment Allocation Report

Select whether you want to show adjustments (increases or discounts) that appear on invoices as separate items or distributed across fee earners. 

Fee Earner - Payment Allocation

  • Time Records Report

Filter and run reports based on timesheet or invoice date. 

Time Records Report

  • Conflict Check Report 

New fields on contact search include preferred name and alias. Ability to include participant custom fields and search using wildcards. 

Conflict Check Report

  • Multi Matter Profitabilty

Updated User Interface 

Multi Matter Profitability Report

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