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Review Lawyer Budget Figures

Take the following steps to run the Lawyer Budgeting report:

1. Click Reports, select Productivity, and Lawyer Budgeting... to open the Lawyer Budgeting window.
2. Enter a lawyer in the Lawyer box.
3. Enter a date in the Start Month box to list figures posted on or after that date.
4. Enter a date in the End Month box to list figures posted on or before that date.
5. Click to check mark one of the following options:
• Totals Only - lists lawyer totals only
• Show Budget by Month - check mark to view the report in Lawyer Budgeting format or uncheck it to view the report in Lawyers and Rates format
• New Page for Each Lawyer - prints each Lawyer on a separate page
6. Select one of the following options:
• Budget Only - shows budget figures only
• Budget vs. Worked - compares billed or unbilled budget figures to work completed
• Budget vs. Billed - compares budget figures to billed fees
• Budget vs. Collected - compares budget figures to payments received
7. Select Output options.
8. Use the Layout tab to select additional report options.
   NOTE: Click Load Last to load the report selections as they appear on the last Lawyer Budgeting report.
9. Click OK to generate the report.