Who is this guide for?

Accounts Users and Accounts Supervisors

This report shows the total cost of all cases included on the report (according to the filter settings you select) including time, WIP and disbursements. When run on live matters it provides your running record of costs, and when run on archived matters it produces an average case cost. (Case cost = time billed + WIP + disbursements incurred.)

Filter options

Fee Earner – Tick this box if you want to show only one or a selection of fee earners. Once the box is ticked all fee earners marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all fee earners, do not tick the fee earner box and it will produce all fee earners.

Work Type – Tick this box if you want to show only one or a selection of work types. Once the box is ticked all work types marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all work types, do not tick the work types box and it will produce all work types.

Franchise – Tick this box if you want to show only one or a selection of franchise categories. Once the box is ticked all franchise categories marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all franchises, do not tick the box and it will produce all franchise categories.

Private or LA – Choose here whether you want to show Private matters only, Legal Aid matters only or All matters.

Branch – Leave set to All for all branches, or select the branch you wish to report on.

Currency – select the currency you wish to report on.

Archived/Live – Choose whether you wish to report on All matters, only Live matters or only Archived matters.

Date Opened – This filter allows you to enter a range of dates between which matters were opened. If you wanted to see all matters opened within the current year for example, enter the start and end dates of your current year here.


Grouping options

Fee earner – This will produce the report in client number order, grouped into matter fee earner.

Work Type – The report will be listed in client number order, grouped by work type.

Franchise Category – The report will be listed in client number order, grouped by franchise category.


List of columns produced

Fee Earner Code

Client No/Matter No

Franchise Category Code

Work Type Code

Date Matter Opened

Remuneration Type Code

Date Archived (if applicable)

Executive Code (supervising Fee Earner)

Private or Legal Aid flag

Time Value

Time in Minutes

WIP in Minutes

WIP Value

Disbursements Total

Total Cost of Case

Average Cost of all cases (this figure will be the same all the way down the report as it is an average).