Overview
You can view the Time Entries By Matter report for each matter in your firm directly in ZenCase from the Reports page. This report will show all time entries billable and non-billable by matter.
How To View Time Entries By Matter Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Time Entries By Matter.
On the Time Entries By Matter report page, you will see all time entries billable and non-billable created during the current year by default.
You can filter by:
Client
Matter
Member
Client Originator
Matter Originator
Started At date
Created At date
Updated At
Include Zero Actual Hours: Yes or No
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Report" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
How Values Are Calculated
Total YTD Billable Actual Hours
Total invoiced actual hours for Jan 1 of the previous year to today's date in previous year by invoice date.
Total YTD Billable Adjusted Hours
Total invoiced adjusted hours for Jan 1 of the previous year to today's date in previous year by invoice date.
Total YTD Non-Billable Actual Hours
Total non-billable actual hours for Jan 1 of the previous year to today's date in previous year by charge date.
Total YTD Non-Billable Adjusted Hours
Total non-billable adjusted hours for Jan 1 of the previous year to today's date in previous year by charge date.
Total YTD Actual Hours
Total actual hours for Jan 1 of the previous year to today's date in previous year by charge date.
Total YTD Adjusted Hours
Total adjusted hours for Jan 1 of the previous year to today's date in previous year by charge date.
If you have any questions, please feel free to contact us.