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Please send me cost information for adding a function to create a custom weekly report for new matters. For example, each week (for dates for the prior week) I prepare a report that shows “Client Name”, “Project (Matter) Name”, “Responsible Time Keeper”, “Start Date” and “Client Category”. The only way I currently can prepare that report is to export all matters, delete the matters and columns I do not need (which are numerous), and then create my report. A sample of the report I am looking for is attached.
So, the report needs to have fields for:
Beginning and ending dates.
Client Name
Project (Matter) Name
Responsible Time Keeper
Start Date (meaning the date the matter was opened in TimeSolv)
Client Category
How often would you use this request?
Each Monday. |