Wednesday Wisdom: Monitoring Billable Activity By Users
Staying on top of what your firm’s employees are billing can be a daunting task. Fortunately, Rocket Matter provides a fast, effective way to view that information on an ongoing basis. The information lives in report called Billable Activity by Users. Access your information here:
1. Start in your Admin section and click the Billable Activity by User(s) report.
2. Check the appropriate report customization boxes and enter the desired date range. Reports can be daily, weekly, monthly, or tailored to any period of time you’d like to measure. Checking the Matter Billing Type and Item Type boxes will show detail on how the matter is billed and what tools in Rocket Matter were used to record the entry. You can also ad expenses to the report.
The report gives you each individual line entry as well as a total dollar and hour figure. If need be, you can edit any line item in the report and save those changes by clicking the Edit button beside the entry.
You can get a little creative as well. Try running the report by Matter Billing Type to display results by method of billing. The data in your report can easily be exported into excel, by clicking the Export tab next to the right. In excel, you can quickly seperate the report by User Name and sum the totals for each user.
Need some additional help getting the most out of your Rocket Matter? Click here to register for one of our upcoming training classes. Not currently using Rocket Matter? Click here to register for one of our live online demonstration webinars. They are available 5 days a week and there is sure to be a convenient time for you to view.