In September 2023, Actionstep made the following enhancements to the reports listed below. Click the report title below to learn more about the 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. You can now see the amount that fee earners have invoiced or collected during a certain time period. There is also a new filter so you group results by invoice date.
WIP Report
The existing "WIP Report" has been renamed to "Aged WIP Report". It shows 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.
Time and Fee Entries Report
Use this to create a report showing the timesheet or invoice date. You can also 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.
Fee Earner Productivity
Use this to create a report based on timesheet or invoice date. You can also see non-billable time on the report and an option to include or hide invoice discounts.
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.
Time Records Report
Filter and run reports based on timesheet or invoice date.
Conflict Check Report
New fields on contact search include preferred name and alias. Ability to include participant custom fields and search using wildcards.
Multi Matter Profitability
This report includes an updated look and feel.
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