Totals

 

Select the special totaling options for the report. If you want standard totals for the report, leave all of the following check boxes cleared.

Totals Only

Select this check box if you only want totals to be included on the report. One total for each timekeeper or category will print if you select to print the report in timekeeper or category order. Otherwise, if the report is not in timekeeper or category order, one total for the firm will be printed. You cannot print both totals and subtotals on the same report. However; you can run the report twice--once using a Report Order of Timekeeper or Category and once with a Report Order of None.

Subtotal by Client

Select this check box if you want a subtotal to print for clients with multiple matters or files. You will not be able to select this check box if the Totals Only check box is selected.

Note: Subtotaling by client may not work as expected if you are running the report in alphabetical client order and the Name Search fields are not in order.

Note: When subtotaling by client, the subtotal figure may show the Client ID without the matters. For example, on a report, you may see figures for client 850.00, 850.01, and 850.02. The subtotal figure for this client will be displayed as client 850.

Note: The Subtotal by Client check box is not shown on the Top Client Report.

Client Subtotals Only

Select this check box if you only want a subtotal for each client to print. The individual matters for each client will not print. For example, client 200 would print only once as a total for matters 200.01 and 200.02. You will not be able to select this check box if the Subtotal by Client check box is cleared. Note: The Client Subtotals Only check box is not shown on the Top Client Report. The Client Subtotals Only check box is disabled on the Client Ledger Report and Receipt Allocation Report.

Grand Totals

Select this check box if you want a grand total to be included on the report for all sorts.