Article ID: 7937

Review Time for All Timekeepers before Mass Billing

Take the following steps to run the Daily Time Summary report:

  1. Click Reports, select Productivity, and Daily Time Summary... to open the Daily Time Summary window.
  2. Enter a date in the Date box to view entries from that month.
  3. Select the following Include options:
    • Billable - add time and fee entries with Billable category task codes
    • Write Up/Down - add time and fee entries with Write Up/Write Down category task codes
    • No Charge - add entries with No Charge category task codes
    • Non-Billable - add entries with Non-Billable category task codes
  4. Use the Layout tab to select additional report options.
  5. Select Output options.
    NOTE: Click Load Last to load the report selections as they appear on the last Daily Time Summary report.
  6. Click OK to generate the report.