QUESTION: I need to pull up a report similar to the Lawyer Activity Report but with WIP – Contingency and non-contingency on a Time-keeper basis. I also need the same report on the Originating Lawyer basis for specific lawyers.
Is there a way to get this in just one sheet
RESPONSE: The “WIP – Regular and Contingency” report, available from within “Reports – Work in Progress”, will provide the measures you are looking for. Once on the “Details” tab, change the member role to “Working Member”, and remove all non-relevant reporting grouping dimensions to only get member summary results. As you are interest in time, you may want to exclude matters with zero time but having disbursements (a checkbox option), especially as disbursements are not necessarily relevant from a working member perspective.