This article explains how to generate the Time Recorded Non-Chargeable Time report in Unity® Practice Management.
The Time Recorded Non-Chargeable Time report shows the non-chargeable time recorded.
How to Access the Time Recorded Non-Chargeable Time Report
Follow the steps below to access the Time Recorded Non-Chargeable Time report:
- Go to your Reports page.
- Type ‘Time recorded’ in the Filter & Options search bar and select Time Recording and work in progress as your Report Category.
- Select the Time Recorded Non-Chargeable Time report, and a report generation page will open.
If the Time Recorded Non-Chargeable Time report is required often, click on the star next to it to make it a favourite, and it will be shown in the Favourite Reports section.
Generating the Time Recorded Non-Chargeable Time Report
- Select your Report Type. There are two Report Types:
- Fee Earner: Displays the non-chargeable time by the Fee Earner.
- Attendance Codes: Displays the non-chargeable time by Attendance Code.
- Select the Date Range required. The date range will default to the current month.
- Select the preferred order, the report can be sorted by:
- Date
- Fee Earner
- Attendance
- Time
- Narrative
- Posted
- Options enable the user to filter the information on the report so that only the required information is presented in the final version
- The Fee Earners listed on the right-hand side of the screen will appear on the report. 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 case type either to the left or right screen.
- Click the Preview drop-down arrow to select your preferred preview option.
- Click Report, and a new window will open with your report.