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Does anyone still run Timeslips 2019? Do you have directions in building a simple report for the following: Client total for monthly billing by date Attorney time by client paralegal / Legal assistant and export all that to a CSV file

David Goldstein
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Do you have directions in building a simple report for the following:
Client
total for monthly billing by date
Attorney time by client
paralegal / Legal assistant and export all that to a CSV file

Parents
  • 0

    I hope that I am answering your question.  I run a monthly report that breaks down the time per "timekeeper" or attorney.  If you go under reports, and then the timekeeper tab, scroll down to Weekly Totals by Period.  You can select the date range from there.  I created and saved my template so I can go to it each month with the frustration of trying to find the report and creating it again to suit my needs.  I hope this answers your question.

    Andrea

  • 0 in reply to A Panneck

    Thank you Andrea.
    I use many of the standard off the shelf reports that Timeslips offers. Someone once built a tailored report for me pulling specific information that exported to a CSV file. We did the same, saved it and I use it all the time. Now, I need to pull another specific type report and want to customize it. This is where I run into, " this is above my pay grade". 

  • +1 in reply to David Goldstein
    Verified Answer

    Hello   If you would like assistance is building a customized report in Timeslips 2019, that is a service that I provide frequently. Please reach out to the email or phone listed below to discuss.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    Co-Author of "The E-Billing Process Using Sage Timeslips©" available here: www.certifiedresourcesnetwork.com/
    LawPay Partnered Consultant
    MyCase Consultant
    404-325-9779
    [email protected]

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