Note: This version of the Case Time & Expenses report is currently in Beta. We are actively refining the Case Time & Expenses Report to ensure it provides the most accurate productivity insights. You may notice frequent updates as we improve the experience.
Overview
The Case Time and Expenses Report provides a comprehensive breakdown of all time entries and associated costs directly related to specific client cases. In essence, the report is a vital tool for financial management, operational efficiency, and strategic decision-making, offering a transparent view of the resource investment required to successfully conclude a specific case.
What the Report Helps You Do
See all time & expenses tied to a case
Determine how much time and expenses were spent on a specific case
Track budget vs actual work
Compare hours/costs vs actual time spent on a case
Support invoice prep
Confirm billing accuracy before invoices go out
How to Run a Case Time and Expenses Report
Here’s how to pull the report in just a few clicks:
Click the Reports tab in the left navigation pane.
From the Productivity reports category, select Case time & expenses.
In the top-right corner, click Customize report.
You can customize your report by:
Filtering the data fields.
Adding/removing and reorganizing the columns in the report.
Sorting the rows based on data type.
Grouping by Entry Type and other data types.
Calculating the total of each data type.
4. Once you have customized the report to fit your needs, click Run report.
Do More with Your Report
Click More to:
Print report
Export as CSV
Export as PDF
Refresh data
To learn more about Customizing Your Reports, click here.