Report Needed for Originating Attorney where he/she is not Managing Attorney

Run the Payment Application Analysis Report (Billing and Revenue Reports) or the Payments by Working Attorney Report (Staff Productivity Reports) sorted by Originating Attorney and choose the specific Attorney for whom you are running the report.  Enter the required date range and choose the appropriate detail options.  In the case of the Payment Application Analysis, choose the transaction types to include.  For the Payments by Working Attorney Report, choose to include inactive Timekeepers.  After completing the Selection Tab on either of the reports, access the Filter Tab and choose the same Attorney using the Managing Attorney filter.  Choose to “Exclude” the attorney (the left side of the Tab) and then run the report.