How to use the 'Billable Activity by User(s)' Report.
This report shows what Rocket Matter Users billed during a specific time period for all Matters. The report can be run for an individual user, multiple users, or by Client or Matter. You can choose to display billable items, non-billable items, no charge items, and expenses.
1. Select 'Reports' from the left-hand navigation panel.
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2. Select the 'I want to see Billable Activity by User(s)' report.
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The 'Billable Activity by User(s)' report can also be accessed from My Dashboard, by clicking on the 'User Billing' widget.
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The 'Report Summary' will pull a monthly summary of all billable activity for all users:
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3. To filter your results, select 'Edit Filters'.
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4. Choose to filter by single or multiple users. For a more granular result, add additional filtering options like activity type, invoice status, and expenses. Click 'Apply Filters' to populate results.
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5. You can also export your results for additional sorting or record keeping purposes by selecting 'Export Report'.
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