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Nature Time Summary Report

The Nature Time Summary screen in divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description​

The Nature Time Summary Report is produced based on a user specified Accounting Month and Year and a user specified range of Matter Departments. The Nature Time Summary Report displays Unbilled Time, both Month to Date and Year to Date (i.e. up to the specified Accounting Month and Year), for each Nature Code within the specified range of Matter Departments.

User Parameters​

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Office - From the list provided, the user must select the name of the Office for which the report will be produced. The names of all Offices associated with your Firm will be displayed in the list. To include all Offices in the report, the user must select the Select All option. The user also has the option to manually enter the unique identifier of the Office. This field defaults to the Select All option (i.e. by default, all Offices will be included in the report).

Start Matter Dept, End Matter Dept - From the lists provided, the user must define the range of Departments to be included in the report information. These fields default to the first and last Departments (i.e. by default, all Departments will be included in the report).

Accounting Month - From the list provided, the user must select the Accounting Month for which the report will be produced. The user also has the option to manually enter the Accounting Month. This field defaults to the current Accounting Month

Accounting Year - The user must manually enter the Accounting Year for which the report will be produced. This field defaults to the current Accounting Year.

Suppress Zero - To include in the report those files carrying a zero balance, the user must select the "N" option from the list. To not include those files carrying a zero balance, the user must select the "Y" option from the list. This field defaults to the "Y" option.

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Click to view a sample Nature Time Summary Report

Note: To return to this screen after viewing the sample report, simply click the "Back" button in your browser.