Client Activity Report

The Client Activity Report is a custom report style designed to provide a summary of activity on Clients or Client-Matters during a specified date range.  This report could be used in response to audit letters from clients.  The report shows billings, payments, credits/write-offs and the difference between billings and AR reductions (net activity).

Sort Orders
Client Name
Client-Matter Number
Responsible Attorney
Managing Attorney
Originating Attorney
Project Attorney
Type of Law
Department
Location

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 Client Activity Report.

Billed Fees - the billed value of fee dollars billed during the report date range.

Billed Costs/Exps - the billed value of costs and expenses billed during the report date range.

Total Billed - the total billed amount during the report date range.

Payments - the total amount of PMT, RAP and TAP transactions less reversals of same applied to AR during the report date range.

CR/WO - the total amount of CR and WO transactions less reversals of same applied to AR during the report date range.

Total - the total amount applied to AR transactions during the report date range.

Difference - the difference between the total amount billed and the total in AR Reductions during the report date range.

For pricing on this report, please contact Orion at support@orionlaw.com or 1-800-305-5867