Acumin Documentation

Hours worked dashboard options to filter and report unposted time entries for a working member

QUESTION: I need help in accessing / preparing a lawyer’s report regarding unposted time entries to date (I would select a date range, i.e. July 1 to Aug 1 and it would give me a list of what dockets, if any, were entered for that time period).

RESPONSE: The hours worked dashboard provides multiple time entry filter options to facilitate generating the type of report you are looking for.

To get the date range to start on July 1st (assumption), press on the arrow to the far right of the from date drop down field found in first position of the filter box inside the filter panel of the “Show Time Entries” form and launch a small calendar. You can use the arrows to the left of the Month label to navigate back to July (or any other month). Select the day of the month needed.

Alternatively place your cursor in the date field so it highlights the day portion. Type over the day to replace it and then use the arrow key to navigate to the month portion. Type over the month to replace it. Tab out to press Apply Filter.

To print to PDF, either change your default printer to PDF and print, or once you are on the print preview of the report, press on the small envelope (upper bar), and select “….PDF” – a choice in the format drop-box field, and “Application” a choice in the destination drop-box field.