Activities Report
About Activities Report
This feature generates a report that identifies Activities that are: Billable and Non-Billable. It also distinguishes one or more Firm Users who have activities that are billable or non-billable.
The billable and non-billable information is indicated when you create a Matter. An Activity that is linked to that Matter automatically takes the Matter characteristics of being billable or non-billable.
Helpful Tips:
The billable and non-billable information is indicated when you create a Matter. An Activity that is linked to that Matter automatically takes the Matter characteristics of being billable or non-billable.
Who can Access the Activities Report
Anyone who has access to Danalix application is able to access Activities Report.
How to View and Generate Activities Report
To view and generate general activities report, to go:
General Report sidebar menu > Activities > from the pop-up window, select “Non Billable,” “Billed,” or “All” from the Activities dropdown list > select one or more Firm Users from the dropdown list > click Download Report.
The report generated is only provided in a downloadable “excel” format for viewing.
Updated on: 29/08/2023
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