Up to seven columns can be included on the Top Client Report. Each column will display information for the specified period. One column must be defined that corresponds with the Ranked By field on the Options tab. Once the None option has been selected for a column, no subsequent columns can be defined. Keep in mind that the more columns selected, the smaller the font will be.

None Select this option if you do not want to include additional columns.
WIP Hours to Bill Select this option if you want to include the number of hours to bill for work-in-process fees within the specified period.
WIP Hours Worked Select this option if you want to include the number of hours worked for work-in-process fees within the specified period.
WIP Fees Select this option if you want to include the total amount for all work-in-process fees within the specified period. Credit transactions and transactions on hold are included. Progress fee transactions (Type 6) and non-billable transactions are included.
WIP Expenses Select this option if you want to include the total amount for all work-in-process expenses within the specified period. Credit transactions and transactions on hold are included. Non-billable transactions are included.
WIP Advances Select this option if you want to include the total amount for all work-in-process advances within the specified period. Credit transactions and transactions on hold are included. Non-billable transactions are included.
Total WIP Select this option if you want to include the total amount for all work-in-process transactions within the specified period.
Billed Hours Select this option if you want to include the number of billable hours for transactions that were billed and updated on statements with a statement date within the specified period. It is important to note that the statement date is used to determine whether the Billed Hours for each transaction is included, NOT the transaction date.
Billed Hours Worked Select this option if you want to include the number of hours worked for transactions that were billed and updated on statements with a statement date within the specified period. It is important to note that the statement date is used to determine whether the Billed Hours Worked for each transaction is included, NOT the transaction date.
Billed Fees Select this option if you want to include the total amount for fees that were billed and updated on statements with a statement date within the specified period. Progress billed fee transactions (i.e., Type 6 transactions) are included in this amount. It is important to note that the statement date is used to determine whether the Billed Fees are included, NOT the transaction dates. (Note: The Fees Billed amount includes Fee Tax and Progress Fee Tax.)
Billed Expenses Select this option if you want to include the total amount for expenses that were billed and updated on statements with a statement date within the specified period. It is important to note that the statement date is used to determine whether the Billed Expenses are included, NOT the transaction dates. (Note: The Billed Expenses amount includes Expense Tax.)
Billed Advances Select this option if you want to include the total amount for advances that were billed and updated on statements with a statement date within the specified period. It is important to note that the statement date is used to determine whether the Billed Advances are included, NOT the transaction dates. (Note:The Billed Advances amount includes Advance Tax.)
Finance Charges Select this option if you want to include total finance charges that were billed and updated on statements with a statement date within the specified period. The statement date is used to determine whether the Finance Charges are included.
Total Billed Select this option if you want to include total amount billed and updated on statements with a statement date within the specified period. This amount includes total fees, expenses, advances and finance charges billed. It is important to note that the statement date is used to determine whether the Total Billed amount is included, NOT the transaction dates. (Note: The Total Billed amount also includes Sales Tax.)
All Hours to Bill Select this option if you want to include the number of hours to bill for work-in-process and billed/updated fees within the specified period. It is important to note that this total includes hours to bill that were billed and updated on statements with a statement date within the specified period, and may therefore include fee transactions with an Transaction Date outside of the specified period.
All Hours Worked Select this option if you want to include the number of hours worked for work-in-process and billed/updated fees within the specified period. It is important to note that this total includes hours worked that were billed and updated on statements with a statement date within the specified period, and may therefore include fee transactions with an Transaction Date outside of the specified period.
All Fees Select this option if you want to include the total amount for work-in-process and billed/updated fees within the specified period. It is important to note that this total includes fee amounts that were billed and updated on statements with a statement date within the specified period, and may therefore include fee transactions with an Transaction Date outside of the specified period.
All Expenses Select this option if you want to include the total amount for work-in-process and billed/updated expenses within the specified period. It is important to note that this total includes expense amounts that were billed and updated on statements with a statement date within the specified period, and may therefore include expense transactions with an Transaction Date outside of the specified period.
All Advances Select this option if you want to include the total amount for work-in-process and billed/updated advances within the specified period. It is important to note that this total includes advance amounts that were billed and updated on statements with a statement date within the specified period, and may therefore include advance transactions with an Transaction Date outside of the specified period.
Total WIP + Billed Select this option if you want to include the Total WIP and Total Billed as a combined sum.
Write Offs Select this option if you want to include the total write offs during the specified time frame. Write off figures are accumulated based on the write off transaction date. For example, if a client's statement, which is dated 10/31/2026, is written off on 11/04/2026, the report would need to be run with a time frame that encompasses the 11/04/2026 date in order for the write off to be included.
Fees Paid Select this option if you want to include the total amount of payments received within the specified period that have been applied to fees. This figure is based on the payment date and includes both WIP payments and processed payments.
Expenses Paid Select this option if you want to include the total amount of payments received within the specified period that have been applied to expenses. This figure is based on the payment date and includes both WIP payments and processed payments.
Advances Paid Select this option if you want to include the total amount of payments received within the specified period that have been applied to advances. This figure is based on the payment date and includes both WIP payments and processed payments.
Finance Charges Paid Select this option if you want to include the total amount of payments received within the specified period that have been applied to finance charges. This figure is based on the payment date and includes both WIP payments and processed payments.
Unallocated Payments Select this option if you want to include the total amount of payments received within the specified period that remain unapplied. This figure is based on the payment date and includes both WIP payments and processed payments.
Total Paid Select this option if you want to include the total amount of payments received within the specified period. This figure is based on the payment date and includes both WIP payments and processed payments.
Current Amount Due Select this option if you want to include the total amount that is currently due.

Note: When Working Timekeeper is selected on the Options or Format tab, only WIP Hours to Bill, WIP Hours Worked, WIP Fees, Billed Hours, Billed Hours Worked, Billed Fees, All Hours to Bill, All Hours Worked, All Fees, Write Offs, or Fees Paid can be included on the report.