Rocket Matter Knowledge Base Reports'I want to see a list of matters with budgets' Report Key

'I want to see a list of matters with budgets' Report Key

This report will display all matters that have a budget established. A budget can be set for a matter in the 'Edit Matter' page under 'Billing information'. This report will calculate the remaining budget based on what has been budgeted and billed but does not factor in costs.

Report Columns

Client: The client the matter with the budget belongs to.

Matter: The matter that has a budget established.

Budgeted: The amount set for the matter budget.

Time Billed: This value of any billable time added to the matter, whether it has been invoiced or not. Costs are not factored. 

Remaining: The budgeted amount minus the “Time Billed”.