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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
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How often would you use this request?
Each Monday. |