This article explores the Profit Costs Received Detail Report.

What is the Profit Costs Received Detail Report?

The Profit Costs Received Detail Report displays profit costs received against the bill, enabling you to track the portion of the bill that is covered by the profit.

If you are using our legacy interactive system, you can just scroll down to find the steps to running the report in interactive. 

Click on the Reports icon on the left Toolbar and scroll down to find Profit Costs Received Detail. 

How to access the Profit Costs Received Detail Report?

Click on Profit Costs Received Detail as seen above, or search for it from the Search Bar.

Click on the highlighted Profit Costs Received Detail Report, and this will open the Profit Costs Received Detail Report

Month/Year

Select the month from the dropdown list, to view the whole year select All. Select the required Year from the dropdown list.

Primary and Secondary Ordering

The default order for this report is:

• Primary Order – Payment Date

• Secondary Order – Payment Date=

This can be changed by selecting your preferred order from the dropdown lists, for example F/E and Matter.

Sub Totals

The report will automatically default to sub totals ‘None’, to add sub totals to the Primary & Secondary ordering fields select the sub-totals that are required from the dropdown list.

Split Each FE Per Page

This report can be split by fee earner per page so that it is easy to distribute if printed out.

Report Options

Options enable the user to filter the information on the report so that only the required information is presented on the final version:

The filter options are: 

• Branch
• Case Type
• Department
• Fee Earner
• Legal Aid Code
• Source
• Select the required option, for example, "Fee Earner"

Fee Earner

The Fee Earners listed on the right-hand side of the screen will appear on the report, any listed on the left-hand screen will not. Use the arrows in the centre of the screen to move data fields from left to right and vice versa.

Select the double arrows to move all the fee earners listed and then highlight a single fee earner and select a single arrow to move one fee earner either to the left or right screen.

Customise Columns

All the Interactive Cloud reports are set up with standard default information the Customise Columns option allows the user to customise reports to their own specification.

The data fields listed on the right of the screen will appear on the report. To remove a field so it doesn’t appear on the report, highlight the field, for example, FE and select the single arrow pointing to the left.

To add a field to the report from the left screen, highlight the field, for example, Financial Month and select a single arrow pointing to the right.

All arrow options to move fields to and from reports are located in the centre panel of the screen.

The additional options to add to this report are:

  
 Each data field represents a column on the report, highlight the data field, for example, Client balance and use the up and down arrows to move it to the required position on the report.

Once all the data is included and in the required order, go to preview and select the format for the report:

Templates

If the data selected for this report is required regularly then it is easy to set up a template and make the information easier to access.

Select the information required on the Profit Costs Received Detail Report template using the options in customise columns.

Once the columns are customised, select Templates from drop-down menu.

Name the template and add notes if necessary. Once done, submit to save.

The template will then be stored under Templates and can be accessed when required.

Related Articles 

Average Cost Summary Report 

Average Client Balances Report 

Cashbook Report

VAT Summary (Cash Accounting Based)

Ledger Balances Report 

VAT Summary 

Bills Delivered Report