This article describes Time Recording feature within Insight
Selecting Report Type
Click on Reporting and then Time Recording, there are three reports available:
- Time Recording Listing
- Daily Time Reporting
- Time Vs Budget
Choose a report from the dropdown list, Selecting the date range and number of days
Time Recording Listing
This report shows the amount and value of time spent by Fee Earners on each matter.
Daily Time Recording Report
This report shows the number of units entered by Fee Earners during a specified time period.
Time vs Budget Report
This report can assess the performance of Fee Earners if a budget for Time Units has been set up for them in the Staff & Fee Earners section.
Applying Filters, Grouping & Sorting
- Select Filters if required, available filters are:
-
- Department
- Activity
- Type
- Fee Earner
- Status
-
Run Report
- Click Run
Printing & Saving Reports
- Print or save your report as an Excel or PDF file by selecting the following icons