Overview

You can view all of your aged work in progress report directly in ZenCase from the Reports page. This report will show all work in progress hours, fees, and expenses balances by client or by matter for:

Current
1 to 30 days old
31 to 60 days old
61 to 90 days old
90 to 120 days old
120+ days old
Total Value

For each client or matter you will get a breakdown over the date ranges of the following:

Actual Hours
Discount Hours
Adjusted Hours
Time Entries Value
Expenses Value
Fixed Fees Value

How To View Aged WIP Report

Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Aged WIP.
On the Aged WIP report page, you will see an overview of the current due, overdue, and total due amounts in the summary bubbles at the top of the page.
You can filter by:
- Report Type: By Client or By Matter
- As Of date - View report at the given date
- Client
- Client Originator
- Client Manager
- Matter Originator (only visible when Report Type is By Matter)
- Matter Manager (only visible when Report Type is By Matter)
- Matter Type (only visible when Report Type is By Matter)
- Division
- Client/Matter Amount Range
- Include Inactive Matters: Yes or No.
Click "Export Reports" to view your report in CSV format
- Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.