Billing Realization Report

The Billing Realization Report is an analysis of billed hours and dollars during a specified invoice date range.  The report shows the original value of hours and dollars billed versus the billed value of the hours and dollars.  Total adjustments are shown as well as the realized rate and percent.

SORT ORDERS
Client Name
Client-Matter Number
Responsible Attorney
Managing Attorney
Originating Attorney
Project Attorney
Type of Law
Department
Location
Working


OPTIONS
One or All of Sort Order Type
Invoice Date Range
Detail Level
    Client
    Client-Matter
    Client-Matter, Timekeeper
Include Inactive Timekeepers
Page Break on Group Change
Various Summary Options
Various Filter Options
    Client-Matter
    Responsible Attorney
    Managing Attorney
    Type of Law
    Department
    Working Attorney
    Staff Level
    Practice Group
    Location


EXPLANATION OF REPORT INFO/COLUMNS
Listed below are the columns on the Billing Realization Report (in the order they appear on the report) and an explanation of what the value in each column represents.  This report includes billable time only (Matter set to Fee Arrangement of Hourly, Flat or Contingency).

Original Value - Hours - the original value of billable hours billed during the report date range.

Original Value - Amount - the original value of billable dollars billed during the report date range.

Billed Value - Hours - the billed value of billable hours billed during the report date range.

Billed Value - Amount - the billed value of billable dollars billed during the report date range.

Adjustment - Hours - the difference between the original value and billed value of billable hours billed during the report date range.

Adjustment - Amount - the difference between the original value and billed value of billable dollars during the report date range.

Realized - PCNT - the percent of original dollars actually billed (Billed Value Amount / Original Value Amount).

Realized - Rate - the rate actually billed (Billed Value Amount / Original Value Hours).
                                            

BALANCING TO OTHER REPORTS
If you run the Billing Realization Report for a similar date range and choose to include inactive Timekeepers, you can balance to the following reports:

Invoice Listing - Fees Billed

Client-Matter Annual Summary - Total Hours and Total Dollars

Timekeeper Annual Summary - Total Hours and Total Dollars

Timekeeper History - Hours Billed and Value Billed

Timekeeper Productivity - Hours Billed, Fees Billed, Write Ups/Downs and Actual Fees

Net Realization (Fees Only) - Original Amount, Billed Amount and Adjustment Amount

Billing Realization by Working Attorney - All fields