Category: reports

Productivity Reports Revisited - Jun. 16, 2025 - billing, reports
Productivity reports in Billing Matters show the hours worked and the percentage of those hours that were billable. From the Options tab, you can choose to list these figures by Client or Matter or Staff or by one of several other classifications.

Save Reports to Excel or HTML Revisited - May. 15, 2025 - reports
With Time Matters you can produce a variety of reports ranging from standard lists to detailed financial reports. You can save both pre-programmed reports and your own custom reports as MS Excel spreadsheets or webpages (HTML documents).

Send Lists to Excel - Oct. 13, 2021 - links, reports
You can instantly create a list in MS Excel from a list in Time Matters. If you are familiar with MS Excel or MS Word, you can use this feature to create good-looking reports quickly. After filtering the records you want in a Time Matters List, you press the Send to Excel button to copy all the information into MS Excel.

Sending Statements for Overdue Balances - Jan. 14, 2021 - Billing Matters, billing, reports
If clients fall behind in paying you, you can send them statements showing any unpaid invoices and the current amount due.

Revenue by Staff Report in Billing Matters - Sep. 16, 2020 - Billing Matters, reports

Exporting emails from Time Matters - May. 27, 2018 - email, reports
There is a secret to getting emails out of Time Matters. This post explains how.

Printer Not Activated Error Code -30 in Time Matters - Aug. 4, 2017 - billing, reports, troubleshooting
To fix the error message, Printer Not Activated Error Code -30, follow these steps.

Time Matters Q and A - Oct. 1, 2016 - billing, customizing, reports, training, troubleshooting
This collection of Time Matters tips ranges from simply helpful to extremely advanced. I am sharing my answers to questions I've received as a Time Matters consultant from hundreds of my Time Matters clients and associates.

Billing Matters Reports - Nov. 14, 2013 - billing, reports
This whitepaper describes the output and usefulness of various Billing Matters reports, along with their filtering and sorting options. It also documents the locations and option settings needed to produce particular results.

Billing Matters Tokens for Reports - Mar. 1, 2012 - Billing Matters, reports
Tokens may be used as variables in several places in Billing Matters and Time Matters. This post lists many of the available tokens.

Codes in Use Reports - Feb. 12, 2012 - administration, organizing, reports
Use our free Time Matters reports, Codes in Use, to clean up your existing Classification Codes. Classification Codes are highly useful for classifying and filtering various records in Time Matters. But too many codes can be counter-productive. This post explains how to install the reports and put them to good use.

Calendar Print-Out - Sep. 12, 2011 - calendar, reports
A printed, month-at-a-glance calendar can be handy sometimes when you are away from the office. These step-by-step instructions show you how to create a Calendar report to print out a one-month view.

Abbreviations vs Descriptions in Reports - Jun. 15, 2010 - reports
Hidden within the Report Designer of Time Matters is an undocumented feature for selecting whether to display an Abbreviation or a Descriptions for some fields in Time Matters custom Reports.

Contact and Matter Code Reports - Dec. 11, 2009 - reports
Here are 4 reports you may download for free. They group Contacts or Matters by Classification Code. These reports are useful for Year End and periodic comparisons of new Client counts and Matter opened in various practice areas.

Fees by Practice Area - May. 26, 2007 - billing, reports
With Billing Matters you can produce reports showing how much money you are earning from each of your practice areas. The reports can show your profitability by practice area and by timekeeper.

Productivity Reports - Oct. 13, 2005 - billing, reports
Productivity reports in Billing Matters show the hours worked and the percentage of those hours that were billable. From the Options tab, you can choose to list these figures by Client or Matter or Staff or by one of several other classifications.

Save Reports to Excel or HTML - Aug. 17, 2005 - reports
With Time Matters you can produce a variety of reports ranging from standard lists to detailed financial reports. You can save both pre-programmed reports and your own custom reports as MS Excel spreadsheets or webpages (HTML documents).