Billable Time Report
The Billable Time Report can be viewed based on the matter, client, category or bill status, within a particular date range.
Viewing and Exporting Billable Time Report
1. Click the Reports icon in the bottom left pane of Thread.
2. The Management Reports tab will show by default. Select the User Reports tab.
3. Click on Billable Time Report.
4. This will show you the Billable Time report preview.
5. A pop-up menu will appear. By default, Thread will report on All Companies, All Contacts and All Matters.
If you wish to view only a specific company, contact or matter, you can remove ‘All’ and type the company/contact/matter name(s) directly in the spaces shown below.
6. Select View Report.
7. This will show you the Billable Time report preview, with Totals showing at the bottom.
8. Click on the Filter
icon, to set your preferred From and To date range for the time records, Matter Status, Category, Billed/Unbilled status, and Category. You can also choose which Columns you would like to add/remove from the following options: Category, Company, Primary Client.
9. Select View Report in the bottom right corner.
10. Click on the Print Preview icon to preview, or the Printer icon to print.
11. You can apply a search term, if required.
12. Any search term applied will be highlighted in the report for your convenience.
13. You can also export this report in PDF, Excel or HTML format, according to your preference.
14. The Billable Time Report will automatically generate with your selected filters in your preferred format.
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