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Time Entries By Matter Report In ZenCase
Time Entries By Matter Report In ZenCase

How To View Time Entries By Matter Report In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over 11 months ago

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.

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