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Reports

Pre-Configured Reports

Legal Tracker provides a set of standard reports to help you analyze your data. Some reports can be customized; others are pre-configured only.

Updateable reports

Some pre-configured reports in Legal Tracker can be customized and saved as a report in your reports list, while others cannot. Updateable reports are created in the Report Builder and provide complete flexibility. You can add more fields to see more information, or remove any of the fields to see less information. You can also change the layout of the report, and as with any report, you can view the results on the screen or export them to another format (Excel, CSV, XML, or PDF).
Updateable Report Details
  • Invoices Report (Core Data Warehouse): Shows invoice information, including date ranges and invoice statuses (approved, pending and rejected) using structured data from the Thomson Reuters-managed customer data warehouse.
  • Spending Total: The Total Spending report is similar to the Invoices Report but the Invoices Report lets you retrieve and display invoice information. The Total Spending report always provides totals but does not allow you to obtain the individual invoice information. The totals in the two reports may not be the same. The Total Spending report shows you the total of approved invoices plus the total amount of unapproved invoices. The Invoices Report shows you the total amount approved for a set of invoices. If an invoice is not approved, the billed amount is not included in the total. The Invoices Report also shows the total billed for a set of invoices whether the invoice is approved or unapproved. Thus, the totals in the two reports are different numbers.
    Rpeort Details and Specifications
    Total Spending: The source of the data is invoices submitted by law firms.
    • Tax is included if the report criteria is selected to include tax.
    • Includes memo entry invoices and live invoices.
    • Includes approved invoices that were reversed, as well as reversal invoices.
    Spending Totals for Fees, Expenses and Tax:
     The source of the data is invoices submitted by law firms.
    • Includes memo entry invoices and live invoices.
    • Includes approved invoices that were reversed, as well as reversal invoices.
    Last Invoice Billing Period End Date:
     The source of the data is invoices submitted by law firms. This field contains the billing end date from the invoice.

Pre-Configured Only Reports

Running a pre-configured only Report
  1. Select
    Reports
    >
    Report engines
     from the left navigation.
  2. In the
    Pre-Configured Only
     column, select the report you want to run.
  3. In the
    Step 2 - Criteria
     section, select the criteria you want to include in the report. The options available depend on the report.
  4. On the toolbar, select
    Run
    .
Preconfigured Reports Details
  • Incomplete Financial Data: The Incomplete Financial Data report displays a list of budgets that are due or require review, or a list of unbilled amounts that are due or require review. With the information from the report, you can send an email reminder to selected people to request the completion of these tasks.
  • Invoice - Find(Find Invoices Report): Lets you find an invoice by invoice number.
  • Timekeeper Rates: The Timekeeper Rates report provides detailed information about the rates that your company is paying to outside vendors, such as timekeepers in law firms.
  • Unbilled Amounts: Lets you monitor unbilled amounts as they are entered. The Unbilled Amounts report does not contain the final accrual amount to be sent to the finance department.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Reports
  • Audiences: Firm