This article describes the Client Activity report and how to use it within Unity® Accounting

The “Client Activity” report provides the firm a detailed list of the clients with unbilled Fees, hours and Disbursement balances (work in progress).  

This list can be produced with the option to sort by alphabetic or numeric and with numerous filters.  The Client Activity report includes details such as the Clients/Matters, responsible lawyer, type of law, file opening date, date of the last billing, and date of the last time entry. 

To Print the Report

1. Click on “Reports”
2. Select the “Client Activity” report

3. Transactions From - Select the date range for transactions to include on the report. 

   Default range is 01/01/1980 to current date.  The From date is critical and must be before any data has been entered that may affect the report as opening balances will not be included.

4. Report by -Filter the report by “Firm”/ “Responsible lawyer”/ “Originating lawyer”. 

    

   

5. Client / Matter - Select the “Clients /Matters” to include by clicking on “Range” and enter the Client/Matter number or range of Client/Matter numbers required.
6. Lawyer / Timekeeper - To report for a single lawyer or range of lawyers either by “Responsible or Originating lawyer” click on “Select” and select the relevant Lawyers report on.
7. To report on all Lawyer, leave the default setting to “All”.  A separate report will print for each lawyer.
8. Type of Law - Select the range of type of law to include.
9. Major Client - Select the range of Major Client to include.
10. Options - Select alpha to sort by client name or select numeric to sort by client number.
11. Output Options -Click on “View” to display the report on the screen or click on “Print” to print the report. 

Tips

• Select memorize to add the report with the current options to the memorized reports.  Report can only be added once to the memorized reports.