A client asked me the other day how to run a report to see a list of all matters and their billing rates. To do this you need to go to Reports –> Client –> List of Clients.
This will list all the clients\matters and what rate they are billed at, plus a whole lot of other information. If you have a lot of matters this can be a hard report to get information from and you do not have the option of exporting it to excel to sort.
The Adv. Search… feature will help you filter this list to find some real information for you to use. One example is using the Advanced Search to filter to view just one type of billing rate. Lets say we wanted to see all matters that have the allstate billing rate.
This will now only bring up matters that have the allstate (alst) billing rate. We can save this filter to use it again if we need to. \
Until the time where you can export the full report to PCLaw, this is your best bet for sorting matter information.
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