This article explores the Time Recorded Summary report, which shows a summary of the time recorded over the financial year.

To do this in Unity® Practice Management, scroll down to Reports on the left toolbar.

Select Reports from the toolbar:

Another way to access the Time Recorded Summary Report:

Start by typing the name of the report, i.e., Recorded, to filter reports, then select Time Recording and Work in Progress from the drop-down list to view all reports in this category.

Select the star next to the report to make it a favourite if it is required often.

The report will then show in the favourites section of the side toolbar:

Click on the blue Time Recorded Summary tile to open the report:

Non- Chargeable

Select the non-chargeable box to include non-chargeable time on the report:

Primary and Secondary Grouping

The default order of this report is by fee earner, this can be changed by using the primary & secondary ordering. For example, if the secondary order was changed to attendance, then the report would show the fee earner, followed by attendance type.

Time Record Filter

The time records can be filtered by:

• All
• Work in Progress
• Billed
• Written Off

Select the required option from the dropdown list:

Year

Select the year that you would like to view from the dropdown list:

Calculation Type

The calculation type will automatically default to Time Cost. There is a second option,

Time (h:m).

Time Cost will show the report in monetary value.

Time (h:m) will show the report in time.