Top Paying Client Report

The Top Paying Client Report ranks Clients based on payments received during the specified report date range.  Several levels of detail are available and several options may be used to limit your results.  The report calculates receipts by adding Payment (PMT), Retainer Applied as Payment (RAP) and Trust Applied as Payment (TAP) transactions and subtracting Reversals of the same type.  Although the report is based on payments, it also reports the billed amount during the report date range for Clients included on the report.

SORT ORDERS
Client
Location
Department
Type of Law
Originating Attorney
Responsible Attorney
Managing Attorney
Project Attorney
 

OPTIONS
One or All of Sort Order Type (except sort order Client)
Transaction Date Range
Show Matter Detail
Apply Criteria to Each Group or Entire Report
    List Only the Top XX Clients
    List Only those with Balances Over $XX
Include Fees, Costs/Expenses, Taxes, Interest
Various Summary Options
Various Filter Options
    Location
    Department
    Type of Law
    Responsible Attorney
    Managing Attorney


OTHER OBJECTS AVAILABLE IN REPORT
Client State
Client Country
Client Opened Date


BALANCING WITH OTHER REPORTS
If you run the Top Paying Client Report for Fees Only and make sure the date ranges are the same, you can balance to the following reports:

Payment Application Analysis (PMT, RAP, TAP and Reversals) - Total Fees

Payments by Working Attorney - Total Fees

Timekeeper Productivity - Fee Payments