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User & Activity Reports

See how your team spends its time and how much of it is billable

Applies to: Workforce · Premium · LawBillity

These reports show how your team spends its time: not just how many hours, but on what. Use them for staffing, pricing, and capacity decisions.

Which Report?

If you want to know...
Run this report
How much of each person's time is billable
User Utilization: billable vs. non-billable time for each person.
How productive each person is
Productivity, or tick User Efficiency View in Display Options
Each person's total hours
User Summary
Every entry for a person
User
Time spent on each kind of work
Any of these, with Group By set to Activity
Who can see which clients
User Access Permissions or Client Access Permissions
How people answered a screen announcement
Screen Announcements & Questions. See Using Screen Announcements.

Low utilization can mean too much admin work or not enough client work. One week can mislead, so compare month to month.

Running These Reports

  1. Click Home > Reports and choose the report.
  2. Filter by date range, user group, or specific users.
  3. Click Generate Report. Use Export To CSV if you want to chart trends in a spreadsheet.

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