Overview
You can view the Time Entries By Member report for each member in your firm directly in ZenCase from the Reports page. This report will show all time entries billable and non-billable by member for the date range selected and also the year to date values.
How To View Time Entries By Member Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Time Entries By Member.
On the Time Entries By Member report page, you will see all time entries billable and non-billable created during the current month by default. You will also see the year to date values.
You can filter by:
Member
Include Inactive Members: Yes or No
Include Zero Actual Hours: Yes or No
Started At date
Created At date
Updated At date
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Report" to view your report in CSV or PDF format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
How YTD Values Are Calculated
Total YTD Billable Actual Hours
Total invoiced actual hours for Jan 1 of the previous year to today's date in previous year by invoice date.
Total YTD Billable Adjusted Hours
Total invoiced adjusted hours for Jan 1 of the previous year to today's date in previous year by invoice date.
Total YTD Non-Billable Actual Hours
Total non-billable actual hours for Jan 1 of the previous year to today's date in previous year by charge date.
Total YTD Non-Billable Adjusted Hours
Total non-billable adjusted hours for Jan 1 of the previous year to today's date in previous year by charge date.
Total YTD Actual Hours
Total actual hours for Jan 1 of the previous year to today's date in previous year by charge date.
Total YTD Adjusted Hours
Total adjusted hours for Jan 1 of the previous year to today's date in previous year by charge date.
If you have any questions, please feel free to contact us.